+0.1%
DOW vs VSAT
-12.3%
+12.4%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.9% | +4.6% | +0.4% |
| 7D | +5.2% | +5.9% | -0.7% | +4.0% |
| 30D | +13.2% | +9.7% | +3.5% | +10.7% |
| 3M | +10.1% | -18.3% | +28.4% | +12.1% |
| 6M | -13.1% | -4.1% | -9.0% | -16.1% |
| YTD | +46.1% | +96.5% | -50.4% | +21.3% |
| 1Y | +50.0% | +89.3% | -39.2% | +24.8% |
| 3Y | -20.2% | +270.1% | -290.3% | -49.5% |
| 5Y | -27.7% | +26.4% | -54.0% | -43.9% |
| All | +0.1% | -12.3% | +12.4% | +2.2% |
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