+271.2%
EW vs VSAT
-16.2%
+287.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.9% | +6.2% | +1.7% |
| 7D | +4.9% | +5.9% | -1.0% | +4.3% |
| 30D | +23.9% | +9.7% | +14.2% | +22.4% |
| 3M | +15.8% | -18.3% | +34.1% | +17.0% |
| 6M | +31.7% | -4.1% | +35.7% | +29.6% |
| YTD | +25.7% | +96.5% | -70.8% | +14.0% |
| 1Y | +24.4% | +89.3% | -64.8% | +13.0% |
| 3Y | +65.9% | +270.1% | -204.2% | +27.3% |
| 5Y | -7.6% | +26.4% | -34.0% | -18.4% |
| All | +271.2% | -16.2% | +287.5% | +198.0% |
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