+143.0%
ED vs VSAT
-11.9%
+154.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.2% | +5.3% | +0.3% |
| 7D | -1.7% | +20.0% | -21.7% | -2.4% |
| 30D | +10.7% | +6.5% | +4.2% | +10.2% |
| 3M | +11.6% | -18.3% | +30.0% | +12.2% |
| 6M | +13.5% | +0.4% | +13.2% | +12.5% |
| YTD | +23.1% | +106.7% | -83.6% | +17.6% |
| 1Y | +23.1% | +89.9% | -66.8% | +17.8% |
| 3Y | +47.9% | +276.3% | -228.4% | +30.9% |
| 5Y | +83.9% | +32.9% | +50.9% | +74.9% |
| All | +143.0% | -11.9% | +154.9% | +115.9% |
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