+183.9%
KDP vs VSAT
+4.2%
+179.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.2% | -3.3% | -0.3% |
| 7D | +2.1% | +17.3% | -15.2% | +1.3% |
| 30D | +8.5% | -3.3% | +11.7% | +8.5% |
| 3M | +6.6% | +18.7% | -12.1% | +5.2% |
| 6M | +17.1% | +77.6% | -60.5% | +12.7% |
| YTD | +19.0% | +125.6% | -106.6% | +12.8% |
| 1Y | +21.8% | +158.3% | -136.5% | +14.1% |
| 3Y | +6.4% | +226.1% | -219.7% | -5.3% |
| 5Y | +5.1% | +54.7% | -49.5% | -2.6% |
| All | +183.9% | +4.2% | +179.7% | +157.1% |
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