+70.7%
MSFU vs VSAT
+104.1%
-33.4%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.9% | +6.0% | -0.3% |
| 7D | -2.3% | +3.5% | -5.8% | -2.7% |
| 30D | -6.3% | -14.7% | +8.4% | -5.1% |
| 3M | +40.0% | +13.2% | +26.8% | +37.4% |
| 6M | +30.1% | +57.4% | -27.3% | +22.6% |
| YTD | -10.3% | +110.0% | -120.3% | -17.9% |
| 1Y | -19.0% | +134.4% | -153.4% | -27.0% |
| 3Y | +25.8% | +203.5% | -177.7% | +3.8% |
| All | +70.7% | +104.1% | -33.4% | +40.1% |
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