+48.3%
D vs VSAT
-4.9%
+53.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | +0.2% |
| 7D | +2.4% | -0.5% | +2.9% | +2.2% |
| 30D | +10.9% | +4.0% | +7.0% | +10.3% |
| 3M | +2.8% | -11.8% | +14.6% | +3.1% |
| 6M | +12.7% | +6.9% | +5.8% | +10.8% |
| YTD | +20.3% | +117.2% | -96.9% | +12.1% |
| 1Y | +17.1% | +102.4% | -85.3% | +9.3% |
| 3Y | +75.1% | +295.5% | -220.3% | +46.3% |
| 5Y | +13.1% | +37.0% | -23.9% | +3.4% |
| 10Y | +48.3% | -6.0% | +54.3% | +24.3% |
| All | +48.3% | -4.9% | +53.1% | +24.3% |
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