+304.8%
RL vs VSAT
-3.0%
+307.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -6.9% | +3.6% | -2.1% |
| 7D | -0.3% | +3.5% | -3.8% | -0.9% |
| 30D | -17.5% | -14.7% | -2.8% | -15.3% |
| 3M | -14.0% | +13.2% | -27.2% | -17.5% |
| 6M | -2.0% | +57.4% | -59.3% | -13.1% |
| YTD | -4.6% | +110.0% | -114.6% | -20.9% |
| 1Y | +9.5% | +134.4% | -124.9% | -12.5% |
| 3Y | +200.5% | +203.5% | -3.1% | +98.0% |
| 5Y | +226.3% | +47.1% | +179.1% | +138.2% |
| 10Y | +304.8% | +0.4% | +304.4% | +193.4% |
| All | +304.8% | -3.0% | +307.8% | +193.4% |
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