+361.6%
PSX vs VSAT
-16.2%
+377.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.9% | +5.7% | +1.4% |
| 7D | +7.8% | +5.9% | +1.9% | +6.7% |
| 30D | -10.9% | +9.7% | -20.6% | -12.5% |
| 3M | +14.5% | -18.3% | +32.8% | +16.5% |
| 6M | +56.1% | -4.1% | +60.2% | +51.8% |
| YTD | +109.6% | +96.5% | +13.1% | +78.0% |
| 1Y | +95.5% | +89.3% | +6.2% | +66.3% |
| 3Y | +156.2% | +270.1% | -113.9% | +67.2% |
| 5Y | +310.0% | +26.4% | +283.6% | +227.3% |
| All | +361.6% | -16.2% | +377.9% | +244.3% |
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