+302.7%
ROST vs VSAT
+3.1%
+299.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.5% | -2.4% | -0.3% |
| 7D | -2.5% | +3.4% | -5.9% | -3.0% |
| 30D | -10.3% | -12.2% | +2.0% | -8.7% |
| 3M | -2.6% | +20.6% | -23.2% | -7.0% |
| 6M | +6.5% | +60.2% | -53.6% | -4.0% |
| YTD | +25.9% | +115.3% | -89.3% | +7.1% |
| 1Y | +52.3% | +154.6% | -102.2% | +24.3% |
| 3Y | +94.6% | +211.2% | -116.6% | +35.5% |
| 5Y | +111.1% | +52.7% | +58.4% | +60.1% |
| All | +302.7% | +3.1% | +299.6% | +184.4% |
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