+286.6%
SONY vs VSAT
+3.3%
+283.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.6% |
| 7D | -2.7% | -1.3% | -1.3% | -2.6% |
| 30D | +1.5% | -14.8% | +16.3% | +3.0% |
| 3M | +13.0% | +2.2% | +10.8% | +11.6% |
| 6M | +11.2% | +60.2% | -49.0% | +3.8% |
| YTD | -6.6% | +115.6% | -122.3% | -16.1% |
| 1Y | -18.1% | +132.9% | -151.0% | -27.5% |
| 3Y | +42.1% | +216.1% | -174.0% | +12.7% |
| 5Y | +11.0% | +52.9% | -41.9% | -6.5% |
| All | +286.6% | +3.3% | +283.3% | +242.9% |
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