+211.3%
MCD vs VSAT
+2.6%
+208.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +16.3% | -14.5% | +0.7% |
| 7D | +5.9% | +0.4% | +5.6% | +5.7% |
| 30D | +19.6% | +3.3% | +16.4% | +18.9% |
| 3M | +3.3% | -7.5% | +10.7% | +3.2% |
| 6M | +3.5% | +6.2% | -2.7% | +1.5% |
| YTD | -6.1% | +115.8% | -121.9% | -13.6% |
| 1Y | -3.7% | +107.7% | -111.3% | -11.4% |
| 3Y | +13.4% | +292.0% | -278.7% | -7.8% |
| 5Y | +25.2% | +35.3% | -10.1% | +13.8% |
| 10Y | +211.3% | -5.2% | +216.5% | +148.6% |
| All | +211.3% | +2.6% | +208.7% | +148.6% |
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