+142.8%
CI vs VSAT
-16.2%
+159.0%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.9% | +5.2% | +0.6% |
| 7D | +1.2% | +5.9% | -4.7% | +0.7% |
| 30D | +2.6% | +9.7% | -7.1% | +1.5% |
| 3M | +7.4% | -18.3% | +25.7% | +8.3% |
| 6M | -0.1% | -4.1% | +3.9% | -1.5% |
| YTD | +9.7% | +96.5% | -86.8% | +1.2% |
| 1Y | +12.1% | +89.3% | -77.1% | +3.4% |
| 3Y | +7.0% | +270.1% | -263.0% | -13.8% |
| 5Y | +49.7% | +26.4% | +23.3% | +35.6% |
| All | +142.8% | -16.2% | +159.0% | +101.0% |
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