-34.4%
MOS vs VSAT
+25.1%
-59.5%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.9% | +5.7% | +1.1% |
| 7D | -2.0% | +5.9% | -7.9% | -2.5% |
| 30D | +15.3% | +9.7% | +5.6% | +13.6% |
| 3M | +1.5% | -18.3% | +19.8% | +2.5% |
| 6M | -2.0% | -4.1% | +2.1% | -3.6% |
| YTD | -6.5% | +96.5% | -103.0% | -15.0% |
| 1Y | -11.1% | +89.3% | -100.3% | -19.1% |
| 3Y | -30.3% | +270.1% | -300.3% | -46.4% |
| All | -34.4% | +25.1% | -59.5% | -39.6% |
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 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