+116.1%
SPG vs VSAT
-4.9%
+121.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | 0.0% | +0.5% |
| 7D | +5.6% | -0.5% | +6.1% | +5.1% |
| 30D | +17.6% | +4.0% | +13.6% | +15.5% |
| 3M | +7.5% | -11.8% | +19.2% | +8.3% |
| 6M | +18.5% | +6.9% | +11.6% | +11.8% |
| YTD | +30.9% | +117.2% | -86.3% | +3.6% |
| 1Y | +34.1% | +102.4% | -68.3% | +6.8% |
| 3Y | +135.5% | +295.5% | -159.9% | +30.8% |
| 5Y | +86.5% | +37.0% | +49.5% | +35.5% |
| 10Y | +116.1% | -6.0% | +122.1% | +37.1% |
| All | +116.1% | -4.9% | +121.0% | +37.1% |
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