+13.7%
O vs VSAT
+53.4%
-39.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.2% | -3.6% | -0.5% |
| 7D | -0.6% | +17.3% | -17.9% | -1.2% |
| 30D | -2.0% | -3.3% | +1.3% | -1.9% |
| 3M | +3.0% | +18.7% | -15.7% | +1.7% |
| 6M | -3.6% | +77.6% | -81.2% | -6.9% |
| YTD | +12.1% | +125.6% | -113.6% | +6.7% |
| 1Y | +8.9% | +158.3% | -149.4% | +2.6% |
| 3Y | +30.3% | +226.1% | -195.8% | +17.2% |
| 5Y | +13.7% | +54.7% | -41.0% | +0.3% |
| All | +13.7% | +53.4% | -39.7% | +0.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling