+713.9%
PH vs VSAT
-4.9%
+718.8%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.8% |
| 7D | +2.1% | -0.5% | +2.6% | +1.9% |
| 30D | +0.3% | +4.0% | -3.7% | -1.2% |
| 3M | -8.8% | -11.8% | +2.9% | -7.7% |
| 6M | +10.0% | +6.9% | +3.1% | +4.9% |
| YTD | +10.5% | +117.2% | -106.8% | -10.9% |
| 1Y | +15.5% | +102.4% | -86.9% | -6.1% |
| 3Y | +136.4% | +295.5% | -159.1% | +39.9% |
| 5Y | +213.6% | +37.0% | +176.6% | +133.3% |
| 10Y | +713.9% | -6.0% | +719.9% | +458.4% |
| All | +713.9% | -4.9% | +718.8% | +458.4% |
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