+95.6%
DG vs VSAT
+3.1%
+92.5%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.5% | -3.8% | -1.4% |
| 7D | -6.3% | +3.4% | -9.7% | -6.5% |
| 30D | +2.4% | -12.2% | +14.7% | +3.2% |
| 3M | +12.4% | +20.6% | -8.2% | +10.2% |
| 6M | -14.9% | +60.2% | -75.1% | -18.6% |
| YTD | -6.1% | +115.3% | -121.3% | -12.2% |
| 1Y | +17.9% | +154.6% | -136.7% | +8.5% |
| 3Y | +3.1% | +211.2% | -208.0% | -10.6% |
| 5Y | -38.7% | +52.7% | -91.3% | -45.5% |
| All | +95.6% | +3.1% | +92.5% | +80.1% |
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