+158.0%
EXPE vs VSAT
-3.0%
+161.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.9% | +6.2% | +0.6% |
| 7D | -11.5% | +3.5% | -15.0% | -12.3% |
| 30D | -13.1% | -14.7% | +1.6% | -10.7% |
| 3M | +18.1% | +13.2% | +5.0% | +12.0% |
| 6M | +13.3% | +57.4% | -44.1% | -1.8% |
| YTD | -3.2% | +110.0% | -113.2% | -22.6% |
| 1Y | +26.1% | +134.4% | -108.3% | -3.1% |
| 3Y | +151.7% | +203.5% | -51.8% | +53.0% |
| 5Y | +88.3% | +47.1% | +41.2% | +29.1% |
| 10Y | +158.0% | +0.4% | +157.7% | +68.2% |
| All | +158.0% | -3.0% | +161.1% | +68.2% |
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