+444.4%
MTZ vs VSAT
-5.6%
+450.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.3% | +4.3% | +4.5% |
| 7D | +12.9% | +12.5% | +0.4% | +9.6% |
| 30D | -8.5% | +11.0% | -19.6% | -11.0% |
| 3M | -30.6% | -11.1% | -19.5% | -29.0% |
| 6M | -55.1% | +2.8% | -57.9% | -56.5% |
| YTD | -13.0% | +118.0% | -131.0% | -30.8% |
| 1Y | -4.3% | +97.1% | -101.4% | -22.4% |
| 3Y | +284.0% | +296.8% | -12.8% | +121.1% |
| 5Y | +97.7% | +38.7% | +59.0% | +44.1% |
| 10Y | +444.4% | -7.4% | +451.8% | +308.7% |
| All | +444.4% | -5.6% | +450.0% | +308.7% |
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