+696.1%
PH vs VSAT
-11.9%
+708.0%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.2% | +3.6% | -0.6% |
| 7D | +7.4% | +20.0% | -12.6% | +3.6% |
| 30D | +0.5% | +6.5% | -6.0% | -1.4% |
| 3M | -10.2% | -18.3% | +8.1% | -7.8% |
| 6M | +8.9% | +0.4% | +8.6% | +5.1% |
| YTD | +9.7% | +106.7% | -97.1% | -10.8% |
| 1Y | +12.8% | +89.9% | -77.0% | -7.2% |
| 3Y | +134.6% | +276.3% | -141.7% | +40.1% |
| 5Y | +204.5% | +32.9% | +171.6% | +126.9% |
| All | +696.1% | -11.9% | +708.0% | +449.3% |
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