+125.0%
SBUX vs VSAT
+3.1%
+121.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.5% | -3.3% | -1.1% |
| 7D | -6.2% | +3.4% | -9.7% | -6.6% |
| 30D | -6.4% | -12.2% | +5.8% | -5.3% |
| 3M | +1.0% | +20.6% | -19.6% | -2.3% |
| 6M | -0.4% | +60.2% | -60.6% | -7.5% |
| YTD | +20.0% | +115.3% | -95.3% | +6.9% |
| 1Y | +22.8% | +154.6% | -131.8% | +6.2% |
| 3Y | +12.3% | +211.2% | -198.9% | -14.3% |
| 5Y | -6.4% | +52.7% | -59.1% | -23.3% |
| All | +125.0% | +3.1% | +121.9% | +72.4% |
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