+78.6%
PR vs VSAT
-7.1%
+85.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.3% | +2.4% | +2.7% |
| 7D | -0.5% | +12.5% | -13.0% | -3.3% |
| 30D | -4.6% | +11.0% | -15.6% | -7.4% |
| 3M | +4.7% | -11.1% | +15.8% | +5.7% |
| 6M | +12.4% | +2.8% | +9.6% | +6.4% |
| YTD | +62.9% | +118.0% | -55.1% | +25.1% |
| 1Y | +70.6% | +97.1% | -26.5% | +33.1% |
| 3Y | +90.0% | +296.8% | -206.8% | -1.0% |
| 5Y | +255.5% | +38.7% | +216.8% | +148.5% |
| All | +78.6% | -7.1% | +85.7% | +60.8% |
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