+662.0%
PBR vs VSAT
+3.3%
+658.7%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.9% |
| 7D | +5.4% | -1.3% | +6.7% | +5.6% |
| 30D | +22.9% | -14.8% | +37.7% | +25.9% |
| 3M | +19.6% | +2.2% | +17.4% | +17.1% |
| 6M | +16.5% | +60.2% | -43.7% | +3.0% |
| YTD | +86.7% | +115.6% | -29.0% | +54.3% |
| 1Y | +74.7% | +132.9% | -58.2% | +40.1% |
| 3Y | +102.6% | +216.1% | -113.5% | +31.1% |
| 5Y | +566.6% | +52.9% | +513.7% | +367.7% |
| All | +662.0% | +3.3% | +658.7% | +425.9% |
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