+2,790.8%
LII vs VSAT
+655.1%
+2,135.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +7.7% | -9.7% | -3.1% |
| 7D | -0.6% | -17.0% | +16.4% | +1.9% |
| 30D | -4.6% | -9.8% | +5.2% | -4.1% |
| 3M | -21.2% | -22.0% | +0.8% | -19.3% |
| 6M | -36.4% | -5.0% | -31.5% | -37.9% |
| YTD | -28.9% | +85.6% | -114.5% | -38.6% |
| 1Y | -29.5% | +80.2% | -109.7% | -39.1% |
| 3Y | -8.6% | +250.0% | -258.6% | -37.3% |
| 5Y | +20.2% | -4.6% | +24.8% | -2.8% |
| 10Y | +166.2% | -7.2% | +173.5% | +103.6% |
| All | +2,790.8% | +655.1% | +2,135.7% | +1,458.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling