+3,653.2%
FIX vs VSAT
-9.2%
+3,662.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +7.7% | -2.2% | +3.6% |
| 7D | -17.5% | -17.0% | -0.5% | -13.4% |
| 30D | -41.6% | -9.8% | -31.8% | -39.9% |
| 3M | -40.6% | -22.0% | -18.6% | -37.0% |
| 6M | -49.4% | -5.0% | -44.4% | -49.5% |
| YTD | +9.2% | +85.6% | -76.4% | -6.8% |
| 1Y | +6.5% | +80.2% | -73.7% | -8.8% |
| 3Y | +448.7% | +250.0% | +198.7% | +246.5% |
| 5Y | +948.7% | -4.6% | +953.3% | +796.8% |
| All | +3,653.2% | -9.2% | +3,662.4% | +2,708.1% |
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