+48.2%
OVV vs VSAT
-9.2%
+57.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +7.7% | -8.3% | -2.3% |
| 7D | -16.7% | -17.0% | +0.3% | -13.4% |
| 30D | -1.5% | -9.8% | +8.3% | -0.1% |
| 3M | +1.6% | -22.0% | +23.6% | +5.7% |
| 6M | +2.0% | -5.0% | +7.0% | -2.2% |
| YTD | +56.8% | +85.6% | -28.8% | +23.1% |
| 1Y | +64.8% | +80.2% | -15.4% | +29.2% |
| 3Y | +38.3% | +250.0% | -211.8% | -29.2% |
| 5Y | +84.9% | -4.6% | +89.4% | +44.8% |
| All | +48.2% | -9.2% | +57.4% | +7.6% |
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