+185.4%
MAR vs VSAT
+36.9%
+148.5%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.2% |
| 7D | +1.0% | +12.5% | -11.5% | -0.1% |
| 30D | +16.2% | +11.0% | +5.2% | +14.7% |
| 3M | +23.1% | -11.1% | +34.2% | +23.5% |
| 6M | +22.0% | +2.8% | +19.2% | +19.5% |
| YTD | +39.2% | +118.0% | -78.8% | +26.2% |
| 1Y | +48.3% | +97.1% | -48.9% | +35.3% |
| 3Y | +123.4% | +296.8% | -173.5% | +77.2% |
| 5Y | +185.4% | +38.7% | +146.7% | +170.1% |
| All | +185.4% | +36.9% | +148.5% | +170.1% |
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