+168.6%
LII vs VSAT
+2.6%
+166.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +16.3% | -14.1% | +0.2% |
| 7D | -1.2% | +0.4% | -1.5% | -1.6% |
| 30D | -2.0% | +3.3% | -5.2% | -3.2% |
| 3M | -20.2% | -7.5% | -12.8% | -20.4% |
| 6M | -32.5% | +6.2% | -38.8% | -34.8% |
| YTD | -27.4% | +115.8% | -143.2% | -37.1% |
| 1Y | -28.2% | +107.7% | -135.8% | -37.7% |
| 3Y | -7.2% | +292.0% | -299.3% | -33.7% |
| 5Y | +19.9% | +35.3% | -15.4% | -1.4% |
| 10Y | +168.6% | -5.2% | +173.8% | +111.1% |
| All | +168.6% | +2.6% | +166.1% | +111.1% |
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