+17.6%
IP vs VSAT
-16.2%
+33.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.9% | +6.4% | +2.1% |
| 7D | -0.3% | +5.9% | -6.2% | -1.2% |
| 30D | +7.9% | +9.7% | -1.8% | +6.0% |
| 3M | -15.3% | -18.3% | +3.0% | -13.8% |
| 6M | +10.5% | -4.1% | +14.6% | +8.5% |
| YTD | -9.4% | +96.5% | -105.9% | -20.8% |
| 1Y | -4.6% | +89.3% | -93.9% | -16.5% |
| 3Y | +21.2% | +270.1% | -248.8% | -14.7% |
| 5Y | -13.3% | +26.4% | -39.7% | -28.3% |
| All | +17.6% | -16.2% | +33.8% | -6.5% |
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