+272.1%
ELV vs VSAT
+3.3%
+268.8%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.7% | +2.8% | +5.3% |
| 7D | +2.8% | -1.3% | +4.1% | +2.8% |
| 30D | +4.9% | -14.8% | +19.7% | +6.1% |
| 3M | +4.9% | +2.2% | +2.7% | +3.8% |
| 6M | +45.1% | +60.2% | -15.1% | +37.0% |
| YTD | +20.7% | +115.6% | -95.0% | +10.4% |
| 1Y | +35.0% | +132.9% | -97.8% | +21.9% |
| 3Y | -2.4% | +216.1% | -218.5% | -20.0% |
| 5Y | +25.5% | +52.9% | -27.5% | +8.6% |
| All | +272.1% | +3.3% | +268.8% | +203.9% |
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