+49.6%
PFE vs VSAT
+2.6%
+47.0%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +16.3% | -16.8% | -1.4% |
| 7D | -4.7% | +0.4% | -5.0% | -4.9% |
| 30D | +3.4% | +3.3% | +0.1% | +2.9% |
| 3M | +9.2% | -7.5% | +16.7% | +9.2% |
| 6M | +15.8% | +6.2% | +9.6% | +14.1% |
| YTD | +23.4% | +115.8% | -92.4% | +16.0% |
| 1Y | +25.8% | +107.7% | -81.9% | +18.3% |
| 3Y | +17.8% | +292.0% | -274.2% | +1.3% |
| 5Y | -20.2% | +35.3% | -55.5% | -26.8% |
| 10Y | +49.6% | -5.2% | +54.8% | +37.1% |
| All | +49.6% | +2.6% | +47.0% | +37.1% |
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