+488.5%
NDAQ vs VSAT
-16.2%
+504.7%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.9% | +4.8% | +0.3% |
| 7D | +1.3% | +5.9% | -4.6% | +0.6% |
| 30D | +18.0% | +9.7% | +8.2% | +16.3% |
| 3M | +11.5% | -18.3% | +29.8% | +12.8% |
| 6M | +21.1% | -4.1% | +25.1% | +18.8% |
| YTD | +12.8% | +96.5% | -83.7% | +1.1% |
| 1Y | +25.7% | +89.3% | -63.6% | +12.7% |
| 3Y | +116.8% | +270.1% | -153.2% | +64.5% |
| 5Y | +67.3% | +26.4% | +40.9% | +43.0% |
| All | +488.5% | -16.2% | +504.7% | +371.3% |
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