+76.3%
CL vs VSAT
+2.6%
+73.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +16.3% | -14.9% | +1.1% |
| 7D | +0.5% | +0.4% | +0.2% | +0.4% |
| 30D | +11.6% | +3.3% | +8.3% | +11.4% |
| 3M | +5.6% | -7.5% | +13.1% | +5.6% |
| 6M | +13.2% | +6.2% | +6.9% | +12.3% |
| YTD | +26.9% | +115.8% | -88.9% | +22.7% |
| 1Y | +27.3% | +107.7% | -80.3% | +23.1% |
| 3Y | +39.7% | +292.0% | -252.3% | +27.8% |
| 5Y | +41.3% | +35.3% | +6.0% | +36.4% |
| 10Y | +76.3% | -5.2% | +81.5% | +66.4% |
| All | +76.3% | +2.6% | +73.7% | +66.4% |
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