+1,537.1%
SOXX vs VSAT
+3.3%
+1,533.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.8% |
| 7D | +1.4% | -1.3% | +2.7% | +1.6% |
| 30D | -3.6% | -14.8% | +11.2% | -0.6% |
| 3M | -10.2% | +2.2% | -12.4% | -11.5% |
| 6M | +54.2% | +60.2% | -5.9% | +37.8% |
| YTD | +75.2% | +115.6% | -40.4% | +46.7% |
| 1Y | +107.5% | +132.9% | -25.4% | +69.8% |
| 3Y | +226.8% | +216.1% | +10.7% | +119.7% |
| 5Y | +251.2% | +52.9% | +198.3% | +159.3% |
| All | +1,537.1% | +3.3% | +1,533.8% | +1,144.1% |
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