+177.9%
KO vs VSAT
+3.1%
+174.7%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.5% | -2.2% | +0.2% |
| 7D | -1.1% | +3.4% | -4.5% | -1.3% |
| 30D | +1.6% | -12.2% | +13.8% | +2.1% |
| 3M | +5.8% | +20.6% | -14.9% | +4.2% |
| 6M | +14.3% | +60.2% | -45.9% | +10.4% |
| YTD | +27.3% | +115.3% | -88.0% | +20.5% |
| 1Y | +33.2% | +154.6% | -121.4% | +24.2% |
| 3Y | +64.5% | +211.2% | -146.7% | +45.3% |
| 5Y | +83.1% | +52.7% | +30.5% | +67.9% |
| All | +177.9% | +3.1% | +174.7% | +146.6% |
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