+45.2%
PL vs VSAT
+53.9%
-8.8%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.5% | +16.3% | -1.8% | +8.6% |
| 7D | +10.9% | +0.4% | +10.5% | +11.0% |
| 30D | -16.4% | +3.3% | -19.6% | -17.3% |
| 3M | -39.9% | -7.5% | -32.5% | -38.6% |
| 6M | -63.2% | +6.2% | -69.4% | -64.0% |
| YTD | -27.1% | +115.8% | -142.9% | -43.5% |
| 1Y | +12.2% | +107.7% | -95.5% | -12.2% |
| 3Y | +584.3% | +292.0% | +292.2% | +271.2% |
| 5Y | +37.0% | +35.3% | +1.7% | -10.5% |
| All | +45.2% | +53.9% | -8.8% | -5.9% |
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