+357.1%
PSX vs VSAT
-5.6%
+362.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.3% | +2.8% | +3.1% |
| 7D | -0.4% | +12.5% | -12.8% | -2.2% |
| 30D | -8.1% | +11.0% | -19.1% | -9.9% |
| 3M | +15.9% | -11.1% | +27.0% | +16.6% |
| 6M | +49.4% | +2.8% | +46.6% | +44.0% |
| YTD | +104.7% | +118.0% | -13.3% | +71.4% |
| 1Y | +89.1% | +97.1% | -8.0% | +60.2% |
| 3Y | +151.7% | +296.8% | -145.1% | +63.5% |
| 5Y | +298.3% | +38.7% | +259.6% | +215.0% |
| 10Y | +357.1% | -7.4% | +364.5% | +236.0% |
| All | +357.1% | -5.6% | +362.6% | +236.0% |
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