-3.4%
M vs VSAT
+3.3%
-6.7%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.2% | -5.8% | -3.3% |
| 7D | +2.4% | +17.3% | -14.9% | -1.4% |
| 30D | -11.6% | -3.3% | -8.3% | -11.2% |
| 3M | +1.6% | +18.7% | -17.1% | -5.2% |
| 6M | +25.2% | +77.6% | -52.3% | +3.7% |
| YTD | +3.8% | +125.6% | -121.9% | -20.6% |
| 1Y | +36.3% | +158.3% | -122.0% | -1.2% |
| 3Y | +116.3% | +226.1% | -109.8% | +19.3% |
| 5Y | +28.2% | +54.7% | -26.5% | -17.1% |
| 10Y | -3.4% | +3.5% | -6.9% | -40.8% |
| All | -3.4% | +3.3% | -6.7% | -40.8% |
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