+606.1%
COST vs VSAT
+3.3%
+602.8%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.3% |
| 7D | -1.2% | -1.3% | +0.1% | -1.1% |
| 30D | -4.7% | -14.8% | +10.1% | -4.0% |
| 3M | -7.1% | +2.2% | -9.3% | -7.7% |
| 6M | -8.5% | +60.2% | -68.7% | -11.7% |
| YTD | +5.4% | +115.6% | -110.3% | -0.3% |
| 1Y | -5.6% | +132.9% | -138.5% | -11.5% |
| 3Y | +68.5% | +216.1% | -147.6% | +48.7% |
| 5Y | +105.2% | +52.9% | +52.3% | +86.5% |
| All | +606.1% | +3.3% | +602.8% | +552.7% |
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