+192.7%
EXC vs VSAT
-11.9%
+204.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.2% | +5.2% | +0.4% |
| 7D | -1.9% | +20.0% | -21.9% | -3.5% |
| 30D | +7.8% | +6.5% | +1.3% | +6.7% |
| 3M | +1.9% | -18.3% | +20.2% | +2.9% |
| 6M | +3.4% | +0.4% | +3.0% | +1.4% |
| YTD | +7.6% | +106.7% | -99.1% | -2.4% |
| 1Y | +2.1% | +89.9% | -87.8% | -6.9% |
| 3Y | +29.6% | +276.3% | -246.7% | +0.7% |
| 5Y | +39.5% | +32.9% | +6.6% | +24.0% |
| All | +192.7% | -11.9% | +204.6% | +135.2% |
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