+41.0%
CVS vs VSAT
+3.1%
+37.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.6% | -0.3% |
| 7D | -2.0% | +3.4% | -5.4% | -2.2% |
| 30D | +1.9% | -12.2% | +14.1% | +2.7% |
| 3M | -2.2% | +20.6% | -22.8% | -4.1% |
| 6M | +26.7% | +60.2% | -33.4% | +21.2% |
| YTD | +22.9% | +115.3% | -92.4% | +14.4% |
| 1Y | +32.9% | +154.6% | -121.7% | +21.5% |
| 3Y | +62.3% | +211.2% | -148.9% | +38.5% |
| 5Y | +34.2% | +52.7% | -18.4% | +19.4% |
| All | +41.0% | +3.1% | +37.8% | +26.5% |
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