+31.9%
DIS vs VSAT
-16.2%
+48.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.9% | +5.6% | +1.3% |
| 7D | +1.9% | +5.9% | -4.0% | +0.9% |
| 30D | +9.2% | +9.7% | -0.5% | +6.8% |
| 3M | +13.5% | -18.3% | +31.8% | +15.3% |
| 6M | +14.3% | -4.1% | +18.3% | +11.0% |
| YTD | +5.4% | +96.5% | -91.1% | -10.5% |
| 1Y | +12.2% | +89.3% | -77.1% | -4.7% |
| 3Y | +37.2% | +270.1% | -232.9% | -10.2% |
| 5Y | -23.1% | +26.4% | -49.5% | -38.5% |
| All | +31.9% | -16.2% | +48.1% | -4.9% |
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