+2,053.0%
LLY vs VSAT
-11.9%
+2,064.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.2% | +4.5% | -0.5% |
| 7D | +4.6% | +20.0% | -15.4% | +3.7% |
| 30D | +22.4% | +6.5% | +15.9% | +21.8% |
| 3M | +17.1% | -18.3% | +35.5% | +17.8% |
| 6M | +44.6% | +0.4% | +44.3% | +43.2% |
| YTD | +33.5% | +106.7% | -73.3% | +26.7% |
| 1Y | +41.1% | +89.9% | -48.8% | +34.4% |
| 3Y | +143.8% | +276.3% | -132.6% | +114.6% |
| 5Y | +473.4% | +32.9% | +440.4% | +430.6% |
| All | +2,053.0% | -11.9% | +2,064.9% | +1,810.3% |
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