+29.7%
EMB vs VSAT
+3.1%
+26.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.5% | -3.3% | -0.9% |
| 7D | -1.1% | +3.4% | -4.5% | -1.3% |
| 30D | -1.1% | -12.2% | +11.2% | -0.5% |
| 3M | -0.8% | +20.6% | -21.4% | -2.1% |
| 6M | -0.1% | +60.2% | -60.2% | -3.1% |
| YTD | +0.4% | +115.3% | -114.8% | -4.3% |
| 1Y | +3.3% | +154.6% | -151.3% | -2.8% |
| 3Y | +29.0% | +211.2% | -182.1% | +16.1% |
| 5Y | +6.3% | +52.7% | -46.3% | -2.1% |
| All | +29.7% | +3.1% | +26.6% | +17.4% |
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