+57.7%
MMM vs VSAT
+4.2%
+53.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.2% | -3.8% | -1.0% |
| 7D | -1.6% | +17.3% | -18.9% | -3.5% |
| 30D | -8.0% | -3.3% | -4.7% | -7.8% |
| 3M | +9.4% | +18.7% | -9.4% | +5.7% |
| 6M | +10.2% | +77.6% | -67.3% | +0.3% |
| YTD | +6.1% | +125.6% | -119.5% | -7.0% |
| 1Y | +10.8% | +158.3% | -147.5% | -5.6% |
| 3Y | +104.8% | +226.1% | -121.3% | +55.0% |
| 5Y | +27.0% | +54.7% | -27.6% | +3.2% |
| All | +57.7% | +4.2% | +53.5% | +25.8% |
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