+27.5%
PSA vs VSAT
+36.9%
-9.3%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.1% |
| 7D | -2.1% | +12.5% | -14.5% | -2.8% |
| 30D | +16.2% | +11.0% | +5.2% | +15.2% |
| 3M | +4.3% | -11.1% | +15.5% | +4.6% |
| 6M | +9.9% | +2.8% | +7.1% | +8.3% |
| YTD | +33.3% | +118.0% | -84.7% | +24.4% |
| 1Y | +25.8% | +97.1% | -71.3% | +18.0% |
| 3Y | +54.8% | +296.8% | -242.1% | +32.2% |
| 5Y | +27.5% | +38.7% | -11.1% | +18.9% |
| All | +27.5% | +36.9% | -9.3% | +18.9% |
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