+52.4%
CL vs VSAT
+0.3%
+52.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +5.0% | -6.5% | -1.6% |
| 7D | -2.2% | +11.8% | -14.0% | -2.5% |
| 30D | -4.8% | -7.0% | +2.2% | -4.7% |
| 3M | +4.9% | +3.3% | +1.6% | +4.4% |
| 6M | -5.7% | +57.4% | -63.2% | -7.6% |
| YTD | +14.4% | +118.6% | -104.2% | +10.7% |
| 1Y | +8.7% | +150.2% | -141.5% | +4.3% |
| 3Y | +30.0% | +160.7% | -130.7% | +22.2% |
| 5Y | +28.4% | +51.2% | -22.8% | +22.2% |
| All | +52.4% | +0.3% | +52.1% | +48.0% |
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