+331.9%
RCL vs VSAT
-16.2%
+348.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.9% | +5.3% | +1.7% |
| 7D | -1.2% | +5.9% | -7.1% | -3.0% |
| 30D | +17.8% | +9.7% | +8.1% | +13.3% |
| 3M | +4.9% | -18.3% | +23.3% | +8.5% |
| 6M | +23.7% | -4.1% | +27.8% | +17.9% |
| YTD | +17.8% | +96.5% | -78.7% | -11.9% |
| 1Y | +28.9% | +89.3% | -60.3% | -3.5% |
| 3Y | +241.9% | +270.1% | -28.2% | +56.0% |
| 5Y | +295.4% | +26.4% | +269.0% | +157.8% |
| All | +331.9% | -16.2% | +348.1% | +168.8% |
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