+378.1%
PSX vs VSAT
+3.3%
+374.8%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | +1.7% | -1.3% | +3.1% | +1.9% |
| 30D | +15.6% | -14.8% | +30.4% | +18.0% |
| 3M | +46.5% | +2.2% | +44.3% | +43.6% |
| 6M | +55.0% | +60.2% | -5.2% | +39.2% |
| YTD | +105.3% | +115.6% | -10.4% | +73.4% |
| 1Y | +101.6% | +132.9% | -31.3% | +66.0% |
| 3Y | +134.1% | +216.1% | -81.9% | +60.2% |
| 5Y | +368.7% | +52.9% | +315.8% | +251.2% |
| All | +378.1% | +3.3% | +374.8% | +255.7% |
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