+297.3%
ESI vs VSAT
+3.3%
+294.0%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | -4.6% | -1.3% | -3.3% | -4.5% |
| 30D | -10.5% | -14.8% | +4.3% | -7.7% |
| 3M | -19.8% | +2.2% | -22.0% | -21.2% |
| 6M | +5.8% | +60.2% | -54.4% | -6.2% |
| YTD | +38.3% | +115.6% | -77.3% | +14.5% |
| 1Y | +31.5% | +132.9% | -101.4% | +6.3% |
| 3Y | +80.7% | +216.1% | -135.4% | +18.7% |
| 5Y | +69.4% | +52.9% | +16.5% | +24.1% |
| All | +297.3% | +3.3% | +294.0% | +195.7% |
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