+7.8%
LOW vs VSAT
+45.0%
-37.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.9% | +5.8% | -0.6% |
| 7D | -0.6% | +3.5% | -4.1% | -0.9% |
| 30D | -9.3% | -14.7% | +5.4% | -8.3% |
| 3M | -8.1% | +13.2% | -21.2% | -9.8% |
| 6M | -19.8% | +57.4% | -77.1% | -23.8% |
| YTD | -16.4% | +110.0% | -126.4% | -22.9% |
| 1Y | -24.7% | +134.4% | -159.1% | -31.7% |
| 3Y | -8.8% | +203.5% | -212.3% | -23.7% |
| 5Y | +7.8% | +47.1% | -39.4% | -11.7% |
| All | +7.8% | +45.0% | -37.2% | -11.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling