+168.9%
LII vs VSAT
-5.6%
+174.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.8% |
| 7D | -2.3% | +12.5% | -14.8% | -3.9% |
| 30D | -1.7% | +11.0% | -12.7% | -3.8% |
| 3M | -18.3% | -11.1% | -7.2% | -18.0% |
| 6M | -32.3% | +2.8% | -35.1% | -34.3% |
| YTD | -27.1% | +118.0% | -145.1% | -36.9% |
| 1Y | -27.2% | +97.1% | -124.3% | -36.4% |
| 3Y | -8.9% | +296.8% | -305.8% | -35.0% |
| 5Y | +19.7% | +38.7% | -19.0% | -2.0% |
| 10Y | +168.9% | -7.4% | +176.3% | +110.8% |
| All | +168.9% | -5.6% | +174.4% | +110.8% |
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