+568.4%
MA vs VSAT
-4.9%
+573.3%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.4% |
| 7D | +1.8% | -0.5% | +2.3% | +1.5% |
| 30D | +11.8% | +4.0% | +7.9% | +10.6% |
| 3M | +17.2% | -11.8% | +28.9% | +17.7% |
| 6M | +33.4% | +6.9% | +26.5% | +29.0% |
| YTD | +16.1% | +117.2% | -101.1% | +0.7% |
| 1Y | +19.9% | +102.4% | -82.5% | +4.4% |
| 3Y | +70.1% | +295.5% | -225.4% | +19.3% |
| 5Y | +89.6% | +37.0% | +52.6% | +58.6% |
| 10Y | +568.4% | -6.0% | +574.5% | +413.6% |
| All | +568.4% | -4.9% | +573.3% | +413.6% |
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