+277.4%
EMR vs VSAT
-3.0%
+280.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.9% | +5.7% | -0.1% |
| 7D | +0.9% | +3.5% | -2.6% | +0.3% |
| 30D | -5.0% | -14.7% | +9.7% | -2.7% |
| 3M | +5.9% | +13.2% | -7.2% | +2.2% |
| 6M | +7.3% | +57.4% | -50.0% | -3.1% |
| YTD | +14.6% | +110.0% | -95.4% | -2.3% |
| 1Y | +15.6% | +134.4% | -118.8% | -4.1% |
| 3Y | +60.2% | +203.5% | -143.4% | +12.0% |
| 5Y | +65.8% | +47.1% | +18.7% | +26.2% |
| 10Y | +277.4% | +0.4% | +277.0% | +177.0% |
| All | +277.4% | -3.0% | +280.4% | +177.0% |
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