+125.4%
CHD vs VSAT
+3.3%
+122.1%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | -4.5% | -1.3% | -3.1% | -4.5% |
| 30D | -6.7% | -14.8% | +8.1% | -6.5% |
| 3M | -2.7% | +2.2% | -4.9% | -2.9% |
| 6M | -4.9% | +60.2% | -65.1% | -6.0% |
| YTD | +13.3% | +115.6% | -102.3% | +11.4% |
| 1Y | +1.0% | +132.9% | -131.9% | -1.1% |
| 3Y | +1.3% | +216.1% | -214.7% | -2.7% |
| 5Y | +20.8% | +52.9% | -32.1% | +18.0% |
| All | +125.4% | +3.3% | +122.1% | +124.6% |
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