+50.9%
O vs VSAT
+3.1%
+47.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.5% | -3.4% | -1.2% |
| 7D | -3.5% | +3.4% | -6.9% | -3.9% |
| 30D | -3.3% | -12.2% | +8.9% | -2.1% |
| 3M | -2.8% | +20.6% | -23.5% | -6.4% |
| 6M | -5.8% | +60.2% | -65.9% | -13.1% |
| YTD | +9.4% | +115.3% | -105.9% | -3.8% |
| 1Y | +5.7% | +154.6% | -148.9% | -10.1% |
| 3Y | +27.2% | +211.2% | -183.9% | -4.9% |
| 5Y | +17.2% | +52.7% | -35.5% | -6.2% |
| All | +50.9% | +3.1% | +47.8% | +10.1% |
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