+38.4%
PL vs VSAT
+36.8%
+1.6%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.1% | +0.4% |
| 7D | +13.4% | +12.5% | +0.9% | +8.8% |
| 30D | -10.2% | +11.0% | -21.2% | -13.6% |
| 3M | -39.5% | -11.1% | -28.4% | -37.1% |
| 6M | -65.7% | +2.8% | -68.5% | -66.2% |
| YTD | -27.3% | +118.0% | -145.3% | -44.5% |
| 1Y | +15.0% | +97.1% | -82.1% | -9.5% |
| 3Y | +560.8% | +296.8% | +264.0% | +245.3% |
| 5Y | +38.4% | +38.7% | -0.2% | +12.1% |
| All | +38.4% | +36.8% | +1.6% | +12.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling