+293.0%
LOW vs VSAT
-16.2%
+309.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.9% | +5.1% | +0.7% |
| 7D | +1.4% | +5.9% | -4.5% | +0.6% |
| 30D | +21.7% | +9.7% | +12.0% | +19.3% |
| 3M | +5.0% | -18.3% | +23.3% | +6.5% |
| 6M | +4.6% | -4.1% | +8.7% | +2.1% |
| YTD | -3.5% | +96.5% | -100.0% | -16.1% |
| 1Y | +0.5% | +89.3% | -88.7% | -12.6% |
| 3Y | +24.8% | +270.1% | -245.3% | -13.2% |
| 5Y | +6.5% | +26.4% | -19.9% | -12.5% |
| All | +293.0% | -16.2% | +309.2% | +222.2% |
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