+180.0%
MCD vs VSAT
+3.3%
+176.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.2% | -3.2% | -0.2% |
| 7D | -2.0% | +17.3% | -19.3% | -3.1% |
| 30D | -6.1% | -3.3% | -2.9% | -6.0% |
| 3M | -7.3% | +18.7% | -26.0% | -9.1% |
| 6M | -20.9% | +77.6% | -98.5% | -25.3% |
| YTD | -14.7% | +125.6% | -140.3% | -21.4% |
| 1Y | -16.1% | +158.3% | -174.4% | -24.1% |
| 3Y | -1.5% | +226.1% | -227.6% | -17.6% |
| 5Y | +20.4% | +54.7% | -34.2% | +6.5% |
| 10Y | +180.0% | +3.5% | +176.5% | +126.7% |
| All | +180.0% | +3.3% | +176.7% | +126.7% |
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