+53.6%
BEN vs VSAT
-16.2%
+69.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.9% | +5.4% | +1.3% |
| 7D | +6.8% | +5.9% | +0.9% | +5.6% |
| 30D | +18.0% | +9.7% | +8.3% | +15.2% |
| 3M | +7.5% | -18.3% | +25.8% | +10.1% |
| 6M | +14.7% | -4.1% | +18.8% | +11.7% |
| YTD | +56.1% | +96.5% | -40.4% | +30.2% |
| 1Y | +69.6% | +89.3% | -19.7% | +41.6% |
| 3Y | +87.7% | +270.1% | -182.4% | +17.6% |
| 5Y | +28.6% | +26.4% | +2.3% | -1.2% |
| All | +53.6% | -16.2% | +69.8% | +14.8% |
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