+2.0%
FISV vs VSAT
+3.3%
-1.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.2% | +5.2% | +5.4% |
| 7D | -2.7% | -1.3% | -1.3% | -2.6% |
| 30D | 0.0% | -14.8% | +14.9% | +1.5% |
| 3M | -2.8% | +2.2% | -5.0% | -4.0% |
| 6M | -11.8% | +60.2% | -72.0% | -18.1% |
| YTD | -23.2% | +115.6% | -138.9% | -31.6% |
| 1Y | -62.0% | +132.9% | -194.9% | -66.7% |
| 3Y | -57.6% | +216.1% | -273.7% | -67.3% |
| 5Y | -53.4% | +52.9% | -106.3% | -61.3% |
| All | +2.0% | +3.3% | -1.3% | -19.9% |
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