+812.6%
PH vs VSAT
-3.0%
+815.6%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.9% | +6.3% | +0.6% |
| 7D | 0.0% | +3.5% | -3.5% | -0.7% |
| 30D | -10.3% | -14.7% | +4.4% | -7.8% |
| 3M | +5.1% | +13.2% | -8.1% | +0.5% |
| 6M | +2.3% | +57.4% | -55.1% | -10.1% |
| YTD | +8.7% | +110.0% | -101.3% | -11.2% |
| 1Y | +26.8% | +134.4% | -107.6% | -0.5% |
| 3Y | +139.2% | +203.5% | -64.3% | +51.6% |
| 5Y | +251.1% | +47.1% | +204.0% | +147.4% |
| 10Y | +812.6% | +0.4% | +812.2% | +529.5% |
| All | +812.6% | -3.0% | +815.6% | +529.5% |
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