-14.9%
HAL vs VSAT
-16.2%
+1.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -4.9% | +8.1% | +4.1% |
| 7D | +6.1% | +5.9% | +0.2% | +4.4% |
| 30D | +2.9% | +9.7% | -6.8% | -0.1% |
| 3M | +3.3% | -18.3% | +21.7% | +6.1% |
| 6M | -16.9% | -4.1% | -12.9% | -20.3% |
| YTD | +21.2% | +96.5% | -75.3% | -4.5% |
| 1Y | +27.5% | +89.3% | -61.7% | +0.7% |
| 3Y | -6.4% | +270.1% | -276.5% | -50.4% |
| 5Y | +58.0% | +26.4% | +31.6% | +11.6% |
| All | -14.9% | -16.2% | +1.4% | -43.7% |
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