+69.1%
OTIS vs VSAT
+151.1%
-82.1%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.8% |
| 7D | -3.0% | -1.3% | -1.6% | -2.9% |
| 30D | -6.0% | -14.8% | +8.8% | -5.2% |
| 3M | -0.9% | +2.2% | -3.1% | -1.6% |
| 6M | -17.3% | +60.2% | -77.5% | -20.8% |
| YTD | -19.6% | +115.6% | -135.2% | -24.8% |
| 1Y | -21.0% | +132.9% | -153.9% | -27.0% |
| 3Y | -12.1% | +216.1% | -228.2% | -24.4% |
| 5Y | -17.1% | +52.9% | -70.0% | -26.3% |
| All | +69.1% | +151.1% | -82.1% | +40.1% |
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