+40.4%
PL vs VSAT
+47.4%
-7.0%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -5.2% | +2.1% | -1.2% |
| 7D | +22.3% | +20.0% | +2.3% | +14.8% |
| 30D | -8.3% | +6.5% | -14.8% | -10.3% |
| 3M | -43.3% | -18.3% | -24.9% | -39.3% |
| 6M | -65.8% | +0.4% | -66.2% | -65.9% |
| YTD | -29.5% | +106.7% | -136.2% | -44.5% |
| 1Y | +11.7% | +89.9% | -78.1% | -9.8% |
| 3Y | +540.6% | +276.3% | +264.2% | +252.7% |
| 5Y | +32.9% | +32.9% | 0.0% | -11.8% |
| All | +40.4% | +47.4% | -7.0% | -7.6% |
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