+170.1%
MTB vs VSAT
+3.3%
+166.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.2% | +0.3% |
| 7D | 0.0% | -1.3% | +1.3% | +0.2% |
| 30D | -4.8% | -14.8% | +10.0% | -2.4% |
| 3M | +6.0% | +2.2% | +3.8% | +3.7% |
| 6M | +19.6% | +60.2% | -40.6% | +6.1% |
| YTD | +21.5% | +115.6% | -94.2% | +0.5% |
| 1Y | +24.7% | +132.9% | -108.2% | +0.1% |
| 3Y | +108.6% | +216.1% | -107.5% | +36.1% |
| 5Y | +106.7% | +52.9% | +53.8% | +49.9% |
| All | +170.1% | +3.3% | +166.8% | +90.2% |
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