+145.0%
SBUX vs VSAT
-16.2%
+161.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.9% | +4.8% | +0.3% |
| 7D | +1.6% | +5.9% | -4.3% | +0.9% |
| 30D | +14.8% | +9.7% | +5.1% | +13.2% |
| 3M | -0.8% | -18.3% | +17.5% | +0.5% |
| 6M | +2.2% | -4.1% | +6.3% | +0.3% |
| YTD | +29.5% | +96.5% | -67.1% | +15.6% |
| 1Y | +27.0% | +89.3% | -62.2% | +13.4% |
| 3Y | +10.9% | +270.1% | -259.1% | -19.0% |
| 5Y | +7.4% | +26.4% | -18.9% | -8.5% |
| All | +145.0% | -16.2% | +161.2% | +86.4% |
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