+49.1%
D vs VSAT
-16.2%
+65.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.9% | +5.2% | +0.5% |
| 7D | -1.4% | +5.9% | -7.3% | -1.8% |
| 30D | +7.7% | +9.7% | -2.0% | +6.7% |
| 3M | -0.3% | -18.3% | +18.0% | +0.4% |
| 6M | +10.1% | -4.1% | +14.1% | +8.9% |
| YTD | +19.1% | +96.5% | -77.4% | +11.5% |
| 1Y | +15.9% | +89.3% | -73.4% | +8.5% |
| 3Y | +75.0% | +270.1% | -195.1% | +46.4% |
| 5Y | +13.4% | +26.4% | -13.0% | +3.9% |
| All | +49.1% | -16.2% | +65.3% | +26.3% |
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