-38.7%
DOCS vs VSAT
+26.3%
-64.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +7.7% | -9.7% | -2.9% |
| 7D | -0.8% | -17.0% | +16.2% | +1.2% |
| 30D | +17.4% | -9.8% | +27.2% | +18.2% |
| 3M | +57.4% | -22.0% | +79.4% | +60.3% |
| 6M | +26.5% | -5.0% | +31.5% | +22.7% |
| YTD | -26.6% | +85.6% | -112.2% | -37.4% |
| 1Y | -48.1% | +80.2% | -128.2% | -55.7% |
| 3Y | +52.6% | +250.0% | -197.4% | +1.4% |
| 5Y | -52.1% | -4.6% | -47.5% | -62.1% |
| All | -38.7% | +26.3% | -64.9% | -51.7% |
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