-8.1%
M vs VSAT
-16.2%
+8.1%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.9% | +6.5% | +2.6% |
| 7D | +7.0% | +5.9% | +1.1% | +5.5% |
| 30D | +8.9% | +9.7% | -0.8% | +5.3% |
| 3M | +4.5% | -18.3% | +22.8% | +7.3% |
| 6M | +36.2% | -4.1% | +40.3% | +30.5% |
| YTD | +15.1% | +96.5% | -81.4% | -10.7% |
| 1Y | +27.4% | +89.3% | -61.8% | -1.1% |
| 3Y | +160.1% | +270.1% | -109.9% | +33.3% |
| 5Y | -1.6% | +26.4% | -27.9% | -31.9% |
| All | -8.1% | -16.2% | +8.1% | -45.3% |
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