+88.3%
DT vs VSAT
-12.4%
+100.7%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.2% | +6.7% | +2.2% |
| 7D | +2.7% | +20.0% | -17.2% | +0.1% |
| 30D | -30.4% | +6.5% | -36.8% | -31.3% |
| 3M | -9.4% | -18.3% | +8.9% | -7.9% |
| 6M | +14.5% | +0.4% | +14.2% | +10.9% |
| YTD | +3.6% | +106.7% | -103.1% | -11.7% |
| 1Y | -3.4% | +89.9% | -93.3% | -16.9% |
| 3Y | -11.1% | +276.3% | -287.4% | -39.5% |
| 5Y | -39.5% | +32.9% | -72.4% | -51.1% |
| All | +88.3% | -12.4% | +100.7% | +76.0% |
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