+76.2%
O vs VSAT
-16.2%
+92.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.9% | +4.2% | -0.2% |
| 7D | -0.4% | +5.9% | -6.3% | -1.1% |
| 30D | +7.1% | +9.7% | -2.6% | +5.3% |
| 3M | -5.2% | -18.3% | +13.1% | -4.0% |
| 6M | -1.8% | -4.1% | +2.3% | -3.9% |
| YTD | +9.1% | +96.5% | -87.4% | -4.0% |
| 1Y | +9.7% | +89.3% | -79.6% | -3.5% |
| 3Y | +39.1% | +270.1% | -230.9% | -1.3% |
| 5Y | +8.4% | +26.4% | -18.0% | -8.9% |
| All | +76.2% | -16.2% | +92.4% | +28.2% |
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