+171.3%
LII vs VSAT
+0.3%
+171.0%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +5.0% | -3.9% | +0.5% |
| 7D | -0.7% | +11.8% | -12.5% | -2.2% |
| 30D | -12.6% | -7.0% | -5.6% | -11.9% |
| 3M | -24.4% | +3.3% | -27.7% | -25.7% |
| 6M | -28.7% | +57.4% | -86.1% | -34.3% |
| YTD | -19.1% | +118.6% | -137.7% | -29.3% |
| 1Y | -29.7% | +150.2% | -179.9% | -40.1% |
| 3Y | +4.8% | +160.7% | -155.9% | -18.8% |
| 5Y | +24.6% | +51.2% | -26.6% | 0.0% |
| All | +171.3% | +0.3% | +171.0% | +121.3% |
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