+227.1%
LOW vs VSAT
+3.1%
+224.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.5% | -3.5% | -1.3% |
| 7D | -2.6% | +3.4% | -6.1% | -3.1% |
| 30D | -11.1% | -12.2% | +1.1% | -9.8% |
| 3M | -8.5% | +20.6% | -29.1% | -12.2% |
| 6M | -20.8% | +60.2% | -81.0% | -27.7% |
| YTD | -17.2% | +115.3% | -132.5% | -28.2% |
| 1Y | -24.7% | +154.6% | -179.3% | -37.1% |
| 3Y | -9.7% | +211.2% | -220.9% | -34.2% |
| 5Y | +6.0% | +52.7% | -46.7% | -16.7% |
| All | +227.1% | +3.1% | +224.0% | +158.8% |
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