+2.1%
AVTR vs VSAT
-17.4%
+19.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.6% | -0.5% |
| 7D | -1.1% | -1.3% | +0.3% | -0.9% |
| 30D | +6.3% | -14.8% | +21.1% | +8.3% |
| 3M | +53.3% | +2.2% | +51.1% | +50.8% |
| 6M | +78.6% | +60.2% | +18.5% | +63.8% |
| YTD | +29.2% | +115.6% | -86.4% | +12.9% |
| 1Y | +13.8% | +132.9% | -119.0% | -2.3% |
| 3Y | -27.4% | +216.1% | -243.5% | -45.8% |
| 5Y | -65.0% | +52.9% | -117.9% | -71.9% |
| All | +2.1% | -17.4% | +19.5% | -16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VSAT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling