+607.1%
MS vs VSAT
-9.2%
+616.3%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +7.7% | -8.2% | -1.9% |
| 7D | -1.6% | -17.0% | +15.4% | +1.5% |
| 30D | -3.8% | -9.8% | +6.0% | -2.6% |
| 3M | -14.6% | -22.0% | +7.4% | -11.7% |
| 6M | -5.1% | -5.0% | -0.1% | -7.4% |
| YTD | +4.5% | +85.6% | -81.1% | -12.1% |
| 1Y | +13.5% | +80.2% | -66.6% | -4.5% |
| 3Y | +160.4% | +250.0% | -89.6% | +63.0% |
| 5Y | +112.9% | -4.6% | +117.4% | +79.4% |
| All | +607.1% | -9.2% | +616.3% | +415.6% |
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