+528.8%
SIMO vs VSAT
+3.3%
+525.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.2% | +2.9% | +5.6% |
| 7D | +14.6% | +17.3% | -2.7% | +11.7% |
| 30D | +6.2% | -3.3% | +9.5% | +6.7% |
| 3M | +3.6% | +18.7% | -15.2% | +0.5% |
| 6M | +130.8% | +77.6% | +53.2% | +110.2% |
| YTD | +195.8% | +125.6% | +70.1% | +158.0% |
| 1Y | +225.0% | +158.3% | +66.7% | +176.8% |
| 3Y | +452.3% | +226.1% | +226.2% | +312.8% |
| 5Y | +303.6% | +54.7% | +248.9% | +224.4% |
| 10Y | +528.8% | +3.5% | +525.2% | +425.0% |
| All | +528.8% | +3.3% | +525.5% | +425.0% |
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