+288.6%
AZO vs VSAT
+3.3%
+285.2%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.3% | -0.2% |
| 7D | -3.6% | -1.3% | -2.2% | -3.5% |
| 30D | -5.6% | -14.8% | +9.3% | -4.5% |
| 3M | -6.6% | +2.2% | -8.8% | -7.5% |
| 6M | -22.5% | +60.2% | -82.7% | -26.7% |
| YTD | -15.2% | +115.6% | -130.8% | -22.2% |
| 1Y | -33.9% | +132.9% | -166.8% | -40.3% |
| 3Y | +11.8% | +216.1% | -204.3% | -8.3% |
| 5Y | +85.5% | +52.9% | +32.6% | +59.9% |
| All | +288.6% | +3.3% | +285.2% | +209.5% |
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