+380.3%
NDAQ vs VSAT
-3.0%
+383.3%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.9% | +6.1% | -0.2% |
| 7D | -1.6% | +3.5% | -5.1% | -1.9% |
| 30D | -1.5% | -14.7% | +13.2% | -0.1% |
| 3M | +8.0% | +13.2% | -5.1% | +5.3% |
| 6M | +7.7% | +57.4% | -49.6% | +0.3% |
| YTD | -2.3% | +110.0% | -112.3% | -12.5% |
| 1Y | +0.6% | +134.4% | -133.8% | -11.8% |
| 3Y | +90.9% | +203.5% | -112.6% | +50.1% |
| 5Y | +52.5% | +47.1% | +5.3% | +26.5% |
| 10Y | +380.3% | +0.4% | +379.9% | +277.8% |
| All | +380.3% | -3.0% | +383.3% | +277.8% |
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