+143.7%
PEG vs VSAT
+3.1%
+140.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.5% | -2.7% | -0.4% |
| 7D | -0.9% | +3.4% | -4.3% | -1.2% |
| 30D | -2.8% | -12.2% | +9.5% | -1.8% |
| 3M | -6.9% | +20.6% | -27.6% | -9.4% |
| 6M | -11.4% | +60.2% | -71.6% | -16.6% |
| YTD | -7.4% | +115.3% | -122.7% | -15.7% |
| 1Y | -8.3% | +154.6% | -162.8% | -18.5% |
| 3Y | +31.5% | +211.2% | -179.6% | +6.5% |
| 5Y | +38.0% | +52.7% | -14.7% | +18.0% |
| All | +143.7% | +3.1% | +140.6% | +96.6% |
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