-36.9%
BAX vs VSAT
-3.0%
-33.9%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -6.9% | +5.0% | -1.3% |
| 7D | -5.1% | +3.5% | -8.6% | -5.4% |
| 30D | -12.2% | -14.7% | +2.5% | -11.2% |
| 3M | +21.8% | +13.2% | +8.6% | +19.6% |
| 6M | +36.3% | +57.4% | -21.1% | +29.8% |
| YTD | +27.8% | +110.0% | -82.2% | +18.3% |
| 1Y | -0.1% | +134.4% | -134.5% | -8.8% |
| 3Y | -33.3% | +203.5% | -236.8% | -43.8% |
| 5Y | -67.1% | +47.1% | -114.2% | -71.5% |
| 10Y | -36.9% | +0.4% | -37.3% | -43.7% |
| All | -36.9% | -3.0% | -33.9% | -43.7% |
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