+8.2%
MOS vs VSAT
-0.8%
+8.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +5.0% | -3.6% | +0.5% |
| 7D | +9.5% | +11.8% | -2.3% | +7.3% |
| 30D | +10.4% | -7.0% | +17.5% | +11.7% |
| 3M | +12.9% | +3.3% | +9.6% | +9.9% |
| 6M | +1.2% | +57.4% | -56.2% | -10.2% |
| YTD | +9.3% | +118.6% | -109.3% | -10.2% |
| 1Y | -18.0% | +150.2% | -168.2% | -35.5% |
| 3Y | -29.0% | +160.7% | -189.7% | -52.3% |
| 5Y | -9.6% | +51.2% | -60.8% | -35.4% |
| All | +8.2% | -0.8% | +8.9% | -19.6% |
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