+13.1%
PSA vs VSAT
+45.0%
-31.8%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -6.9% | +4.6% | -1.9% |
| 7D | -2.2% | +3.5% | -5.7% | -2.4% |
| 30D | -9.6% | -14.7% | +5.1% | -8.8% |
| 3M | -7.9% | +13.2% | -21.1% | -9.4% |
| 6M | -2.0% | +57.4% | -59.4% | -5.9% |
| YTD | +15.7% | +110.0% | -94.2% | +8.8% |
| 1Y | +5.8% | +134.4% | -128.6% | -1.6% |
| 3Y | +21.6% | +203.5% | -182.0% | +6.6% |
| 5Y | +13.1% | +47.1% | -34.0% | -1.5% |
| All | +13.1% | +45.0% | -31.8% | -1.5% |
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 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