+280.4%
SHW vs VSAT
+3.3%
+277.1%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.7% | +1.8% |
| 7D | -3.1% | -1.3% | -1.8% | -3.0% |
| 30D | -10.0% | -14.8% | +4.8% | -8.5% |
| 3M | +2.3% | +2.2% | +0.1% | +0.9% |
| 6M | +0.7% | +60.2% | -59.5% | -6.8% |
| YTD | +0.5% | +115.6% | -115.2% | -10.9% |
| 1Y | -11.5% | +132.9% | -144.3% | -23.0% |
| 3Y | +21.3% | +216.1% | -194.7% | -7.5% |
| 5Y | +12.5% | +52.9% | -40.4% | -8.7% |
| All | +280.4% | +3.3% | +277.1% | +199.4% |
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