+739.9%
MTZ vs VSAT
+3.3%
+736.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.2% | +0.6% | +3.0% |
| 7D | +3.6% | +17.3% | -13.8% | -0.5% |
| 30D | -9.6% | -3.3% | -6.4% | -9.1% |
| 3M | -31.9% | +18.7% | -50.7% | -35.6% |
| 6M | -13.8% | +77.6% | -91.4% | -27.1% |
| YTD | +13.3% | +125.6% | -112.4% | -10.7% |
| 1Y | +39.3% | +158.3% | -119.0% | +4.9% |
| 3Y | +168.3% | +226.1% | -57.8% | +62.9% |
| 5Y | +166.4% | +54.7% | +111.7% | +81.2% |
| 10Y | +739.9% | +3.5% | +736.4% | +515.2% |
| All | +739.9% | +3.3% | +736.6% | +515.2% |
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