+275.4%
RMD vs VSAT
-3.0%
+278.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.9% | +6.4% | +0.2% |
| 7D | -4.7% | +3.5% | -8.2% | -5.1% |
| 30D | +0.2% | -14.7% | +14.9% | +1.6% |
| 3M | +12.0% | +13.2% | -1.2% | +9.3% |
| 6M | -12.5% | +57.4% | -69.9% | -18.2% |
| YTD | -7.9% | +110.0% | -117.9% | -17.1% |
| 1Y | -20.4% | +134.4% | -154.8% | -29.8% |
| 3Y | +53.1% | +203.5% | -150.4% | +20.7% |
| 5Y | -22.1% | +47.1% | -69.3% | -35.3% |
| 10Y | +275.4% | +0.4% | +275.1% | +203.9% |
| All | +275.4% | -3.0% | +278.5% | +203.9% |
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