+99.2%
PSA vs VSAT
+3.1%
+96.1%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.5% | -2.5% | -0.2% |
| 7D | -3.6% | +3.4% | -7.1% | -3.9% |
| 30D | -9.4% | -12.2% | +2.9% | -8.6% |
| 3M | -8.2% | +20.6% | -28.8% | -10.5% |
| 6M | -1.8% | +60.2% | -62.0% | -7.0% |
| YTD | +15.7% | +115.3% | -99.5% | +6.6% |
| 1Y | +6.3% | +154.6% | -148.3% | -4.0% |
| 3Y | +21.6% | +211.2% | -189.6% | +1.8% |
| 5Y | +13.5% | +52.7% | -39.2% | -1.3% |
| All | +99.2% | +3.1% | +96.1% | +68.6% |
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