+72.1%
DD vs VSAT
+36.3%
+35.8%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.5% | +1.1% |
| 7D | +2.2% | -0.5% | +2.7% | +2.1% |
| 30D | +20.7% | +4.0% | +16.7% | +19.7% |
| 3M | +11.3% | -11.8% | +23.1% | +12.1% |
| 6M | +6.0% | +6.9% | -1.0% | +3.4% |
| YTD | +31.7% | +117.2% | -85.5% | +18.2% |
| 1Y | +32.2% | +102.4% | -70.2% | +19.2% |
| 3Y | +92.7% | +295.5% | -202.8% | +50.1% |
| 5Y | +72.1% | +37.0% | +35.1% | +49.7% |
| All | +72.1% | +36.3% | +35.8% | +49.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling