+26.8%
PL vs VSAT
+32.3%
-5.6%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +7.7% | +2.7% | +7.6% |
| 7D | -6.8% | -17.0% | +10.1% | -0.2% |
| 30D | -29.3% | -9.8% | -19.5% | -26.7% |
| 3M | -44.8% | -22.0% | -22.8% | -40.0% |
| 6M | -68.4% | -5.0% | -63.4% | -67.7% |
| YTD | -36.4% | +85.6% | -121.9% | -47.9% |
| 1Y | +0.7% | +80.2% | -79.5% | -17.0% |
| 3Y | +455.3% | +250.0% | +205.3% | +213.5% |
| 5Y | +22.7% | -4.6% | +27.2% | -15.5% |
| All | +26.8% | +32.3% | -5.6% | -13.3% |
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