+568.6%
SE vs VSAT
+11.3%
+557.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -6.9% | +2.9% | -3.0% |
| 7D | -3.6% | +3.5% | -7.1% | -4.2% |
| 30D | -5.3% | -14.7% | +9.4% | -3.1% |
| 3M | +28.1% | +13.2% | +14.9% | +23.6% |
| 6M | +20.7% | +57.4% | -36.7% | +8.9% |
| YTD | -14.8% | +110.0% | -124.8% | -27.5% |
| 1Y | -43.6% | +134.4% | -178.0% | -53.4% |
| 3Y | +184.2% | +203.5% | -19.3% | +95.1% |
| 5Y | -66.3% | +47.1% | -113.4% | -73.7% |
| All | +568.6% | +11.3% | +557.3% | +411.4% |
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