+284.9%
IR vs VSAT
+19.9%
+265.0%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.2% | -4.9% | -2.2% |
| 7D | +0.6% | +17.3% | -16.7% | -2.0% |
| 30D | -13.6% | -3.3% | -10.3% | -13.3% |
| 3M | +3.7% | +18.7% | -15.1% | -1.0% |
| 6M | -13.1% | +77.6% | -90.6% | -23.5% |
| YTD | -5.1% | +125.6% | -130.7% | -20.8% |
| 1Y | -6.5% | +158.3% | -164.8% | -24.9% |
| 3Y | +8.5% | +226.1% | -217.6% | -26.6% |
| 5Y | +43.3% | +54.7% | -11.4% | +7.2% |
| All | +284.9% | +19.9% | +265.0% | +184.2% |
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