+1,817.6%
SMH vs VSAT
+3.3%
+1,814.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.4% |
| 7D | +0.3% | -1.3% | +1.6% | +0.4% |
| 30D | -2.8% | -14.8% | +12.0% | 0.0% |
| 3M | -6.7% | +2.2% | -8.9% | -8.1% |
| 6M | +41.8% | +60.2% | -18.4% | +27.2% |
| YTD | +57.9% | +115.6% | -57.8% | +33.2% |
| 1Y | +87.6% | +132.9% | -45.2% | +54.8% |
| 3Y | +282.9% | +216.1% | +66.9% | +162.3% |
| 5Y | +330.4% | +52.9% | +277.5% | +221.7% |
| All | +1,817.6% | +3.3% | +1,814.3% | +1,382.2% |
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