+39.5%
PL vs VSAT
+40.1%
-0.7%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.9% | +4.3% | +1.2% |
| 7D | +10.0% | +5.9% | +4.1% | +7.9% |
| 30D | -2.3% | +9.7% | -12.0% | -5.5% |
| 3M | -44.2% | -18.3% | -25.9% | -40.2% |
| 6M | -66.1% | -4.1% | -62.0% | -65.6% |
| YTD | -30.0% | +96.5% | -126.5% | -43.8% |
| 1Y | +21.0% | +89.3% | -68.2% | -2.0% |
| 3Y | +516.5% | +270.1% | +246.5% | +242.4% |
| 5Y | +32.0% | +26.4% | +5.7% | -10.8% |
| All | +39.5% | +40.1% | -0.7% | -6.5% |
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