+55.1%
PPL vs VSAT
+0.3%
+54.8%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.0% | -5.0% | -0.4% |
| 7D | +2.7% | +11.8% | -9.1% | +1.7% |
| 30D | +0.5% | -7.0% | +7.5% | +1.0% |
| 3M | +0.7% | +3.3% | -2.6% | -0.7% |
| 6M | -7.6% | +57.4% | -65.0% | -13.1% |
| YTD | +1.8% | +118.6% | -116.8% | -7.8% |
| 1Y | -0.8% | +150.2% | -151.0% | -12.2% |
| 3Y | +56.9% | +160.7% | -103.8% | +30.0% |
| 5Y | +39.5% | +51.2% | -11.7% | +19.1% |
| All | +55.1% | +0.3% | +54.8% | +24.5% |
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