+214.8%
B vs VSAT
-16.2%
+231.1%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.9% | +4.3% | -0.2% |
| 7D | -7.3% | +5.9% | -13.2% | -7.9% |
| 30D | -3.3% | +9.7% | -13.0% | -4.7% |
| 3M | -7.8% | -18.3% | +10.5% | -6.6% |
| 6M | -15.5% | -4.1% | -11.5% | -16.7% |
| YTD | -12.3% | +96.5% | -108.8% | -19.6% |
| 1Y | +5.4% | +89.3% | -83.9% | -3.4% |
| 3Y | +165.5% | +270.1% | -104.5% | +115.9% |
| 5Y | +107.0% | +26.4% | +80.7% | +79.4% |
| All | +214.8% | -16.2% | +231.1% | +149.4% |
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