+17.5%
LUV vs VSAT
+3.3%
+14.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.4% |
| 7D | -1.0% | -1.3% | +0.4% | -0.8% |
| 30D | -12.4% | -14.8% | +2.5% | -9.9% |
| 3M | -11.0% | +2.2% | -13.2% | -13.0% |
| 6M | -5.0% | +60.2% | -65.2% | -16.1% |
| YTD | -3.8% | +115.6% | -119.4% | -21.2% |
| 1Y | +25.9% | +132.9% | -107.0% | 0.0% |
| 3Y | +42.2% | +216.1% | -173.8% | -8.7% |
| 5Y | -10.8% | +52.9% | -63.7% | -35.8% |
| All | +17.5% | +3.3% | +14.1% | -14.7% |
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 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