+162.9%
LII vs VSAT
-11.9%
+174.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.2% | +4.4% | -0.1% |
| 7D | -0.2% | +20.0% | -20.2% | -2.6% |
| 30D | -0.6% | +6.5% | -7.1% | -2.3% |
| 3M | -17.0% | -18.3% | +1.3% | -15.8% |
| 6M | -31.1% | +0.4% | -31.5% | -32.9% |
| YTD | -27.7% | +106.7% | -134.4% | -37.0% |
| 1Y | -26.2% | +89.9% | -116.0% | -35.2% |
| 3Y | -9.6% | +276.3% | -286.0% | -35.1% |
| 5Y | +15.7% | +32.9% | -17.3% | -4.9% |
| All | +162.9% | -11.9% | +174.8% | +107.7% |
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