+22.4%
IP vs VSAT
-5.6%
+28.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.7% | -1.4% |
| 7D | -2.8% | +12.5% | -15.2% | -4.5% |
| 30D | +9.2% | +11.0% | -1.8% | +7.1% |
| 3M | -16.1% | -11.1% | -5.0% | -15.6% |
| 6M | +9.6% | +2.8% | +6.8% | +6.6% |
| YTD | -8.8% | +118.0% | -126.8% | -21.3% |
| 1Y | -5.5% | +97.1% | -102.6% | -17.6% |
| 3Y | +19.6% | +296.8% | -277.2% | -16.3% |
| 5Y | -13.5% | +38.7% | -52.1% | -29.1% |
| 10Y | +22.4% | -7.4% | +29.8% | -3.6% |
| All | +22.4% | -5.6% | +28.0% | -3.6% |
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