+44.1%
PL vs VSAT
+54.9%
-10.8%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.9% |
| 7D | +5.6% | -0.5% | +6.1% | +6.0% |
| 30D | -16.9% | +4.0% | -20.9% | -18.0% |
| 3M | -38.2% | -11.8% | -26.5% | -35.7% |
| 6M | -63.4% | +6.9% | -70.4% | -64.3% |
| YTD | -27.6% | +117.2% | -144.9% | -44.0% |
| 1Y | +6.6% | +102.4% | -95.9% | -16.0% |
| 3Y | +557.6% | +295.5% | +262.1% | +255.6% |
| 5Y | +39.5% | +37.0% | +2.5% | -9.1% |
| All | +44.1% | +54.9% | -10.8% | -6.8% |
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