+117.9%
KEY vs VSAT
-9.2%
+127.1%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +7.7% | -8.2% | -2.1% |
| 7D | -1.3% | -17.0% | +15.7% | +2.2% |
| 30D | +5.1% | -9.8% | +14.9% | +6.3% |
| 3M | -7.1% | -22.0% | +14.9% | -3.7% |
| 6M | -4.4% | -5.0% | +0.6% | -7.7% |
| YTD | +4.0% | +85.6% | -81.6% | -16.2% |
| 1Y | +23.4% | +80.2% | -56.8% | -0.8% |
| 3Y | +113.9% | +250.0% | -136.1% | +18.0% |
| 5Y | +12.3% | -4.6% | +16.9% | -9.5% |
| All | +117.9% | -9.2% | +127.1% | +46.6% |
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