+1.5%
SMR vs VSAT
+63.3%
-61.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +2.5% | -8.1% | -6.2% |
| 7D | +4.7% | +3.4% | +1.3% | +3.7% |
| 30D | +3.2% | -12.2% | +15.5% | +6.9% |
| 3M | +9.9% | +20.6% | -10.7% | +2.7% |
| 6M | -15.1% | +60.2% | -75.3% | -27.0% |
| YTD | -27.9% | +115.3% | -143.2% | -42.2% |
| 1Y | -70.2% | +154.6% | -224.8% | -76.8% |
| 3Y | +72.5% | +211.2% | -138.7% | +10.0% |
| All | +1.5% | +63.3% | -61.8% | -32.9% |
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