+70.5%
DOCN vs VSAT
+28.7%
+41.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +7.7% | -5.2% | +0.5% |
| 7D | -19.2% | -17.0% | -2.2% | -15.0% |
| 30D | -43.1% | -9.8% | -33.3% | -41.2% |
| 3M | -40.7% | -22.0% | -18.7% | -36.7% |
| 6M | -55.0% | -5.0% | -50.0% | -55.1% |
| YTD | +50.6% | +85.6% | -35.0% | +26.7% |
| 1Y | +54.0% | +80.2% | -26.2% | +29.8% |
| 3Y | +203.9% | +250.0% | -46.1% | +89.1% |
| 5Y | -29.4% | -4.6% | -24.8% | -48.4% |
| All | +70.5% | +28.7% | +41.8% | +14.7% |
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 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