+32.9%
PFE vs VSAT
+3.3%
+29.6%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.2% | -5.5% | -2.5% |
| 7D | -2.7% | +17.3% | -20.0% | -3.6% |
| 30D | +3.8% | -3.3% | +7.1% | +4.0% |
| 3M | +10.4% | +18.7% | -8.4% | +8.6% |
| 6M | +6.3% | +77.6% | -71.3% | +1.6% |
| YTD | +17.4% | +125.6% | -108.3% | +10.1% |
| 1Y | +21.1% | +158.3% | -137.2% | +12.2% |
| 3Y | -1.6% | +226.1% | -227.7% | -14.4% |
| 5Y | -22.2% | +54.7% | -76.8% | -29.8% |
| 10Y | +32.9% | +3.5% | +29.4% | +21.6% |
| All | +32.9% | +3.3% | +29.6% | +21.6% |
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