+223.2%
CP vs VSAT
+3.3%
+219.9%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.2% | -3.7% | -0.9% |
| 7D | +2.4% | +17.3% | -14.9% | +0.4% |
| 30D | -0.5% | -3.3% | +2.7% | -0.3% |
| 3M | +1.4% | +18.7% | -17.3% | -2.3% |
| 6M | +10.3% | +77.6% | -67.2% | -0.3% |
| YTD | +24.3% | +125.6% | -101.3% | +7.8% |
| 1Y | +20.4% | +158.3% | -137.9% | +1.4% |
| 3Y | +21.8% | +226.1% | -204.4% | -10.3% |
| 5Y | +31.5% | +54.7% | -23.1% | +3.7% |
| 10Y | +223.2% | +3.5% | +219.7% | +149.7% |
| All | +223.2% | +3.3% | +219.9% | +149.7% |
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