+56.7%
BDX vs VSAT
+3.3%
+53.4%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | -3.2% | -1.3% | -1.8% | -3.1% |
| 30D | -2.5% | -14.8% | +12.3% | -1.9% |
| 3M | +21.4% | +2.2% | +19.2% | +20.7% |
| 6M | +10.4% | +60.2% | -49.8% | +6.5% |
| YTD | +18.8% | +115.6% | -96.8% | +12.4% |
| 1Y | +21.7% | +132.9% | -111.2% | +14.2% |
| 3Y | -10.0% | +216.1% | -226.0% | -20.4% |
| 5Y | -1.8% | +52.9% | -54.7% | -11.1% |
| All | +56.7% | +3.3% | +53.4% | +46.5% |
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