-53.7%
SMR vs VSAT
+49.1%
-102.8%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.9% | +1.6% | -1.9% |
| 7D | -8.3% | +5.9% | -14.2% | -9.8% |
| 30D | -20.1% | +9.7% | -29.8% | -22.2% |
| 3M | -52.7% | -18.3% | -34.4% | -50.0% |
| 6M | -61.0% | -4.1% | -57.0% | -61.5% |
| YTD | -67.1% | +96.5% | -163.6% | -73.0% |
| 1Y | -79.9% | +89.3% | -169.1% | -83.3% |
| 3Y | +101.7% | +270.1% | -168.3% | +27.5% |
| All | -53.7% | +49.1% | -102.8% | -68.6% |
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