-33.3%
BAX vs VSAT
-11.9%
-21.5%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -5.2% | +2.9% | -1.9% |
| 7D | +0.4% | +20.0% | -19.6% | -1.1% |
| 30D | +3.4% | +6.5% | -3.1% | +2.5% |
| 3M | -4.5% | -18.3% | +13.9% | -3.5% |
| 6M | +44.0% | +0.4% | +43.7% | +41.8% |
| YTD | +34.9% | +106.7% | -71.9% | +24.3% |
| 1Y | +37.9% | +89.9% | -52.0% | +27.7% |
| 3Y | -17.1% | +276.3% | -293.4% | -31.7% |
| 5Y | -64.3% | +32.9% | -97.2% | -68.8% |
| All | -33.3% | -11.9% | -21.5% | -41.9% |
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