+193.4%
B vs VSAT
+3.3%
+190.1%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.2% | -4.7% | -1.8% |
| 7D | +2.3% | +17.3% | -15.0% | +0.7% |
| 30D | +1.4% | -3.3% | +4.6% | +1.5% |
| 3M | +12.2% | +18.7% | -6.5% | +9.2% |
| 6M | -2.1% | +77.6% | -79.7% | -8.7% |
| YTD | +2.9% | +125.6% | -122.7% | -6.4% |
| 1Y | +55.3% | +158.3% | -103.0% | +38.8% |
| 3Y | +198.7% | +226.1% | -27.4% | +146.3% |
| 5Y | +153.8% | +54.7% | +99.1% | +116.4% |
| 10Y | +193.4% | +3.5% | +189.9% | +139.2% |
| All | +193.4% | +3.3% | +190.1% | +139.2% |
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