+63.7%
SPG vs VSAT
-3.0%
+66.7%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -6.9% | +4.5% | -1.1% |
| 7D | -1.7% | +3.5% | -5.1% | -2.4% |
| 30D | -6.3% | -14.7% | +8.4% | -3.7% |
| 3M | -2.4% | +13.2% | -15.6% | -7.2% |
| 6M | +9.6% | +57.4% | -47.7% | -4.2% |
| YTD | +14.2% | +110.0% | -95.8% | -7.8% |
| 1Y | +19.3% | +134.4% | -115.1% | -8.0% |
| 3Y | +106.7% | +203.5% | -96.8% | +25.5% |
| 5Y | +104.2% | +47.1% | +57.1% | +40.4% |
| 10Y | +63.7% | +0.4% | +63.3% | +5.2% |
| All | +63.7% | -3.0% | +66.7% | +5.2% |
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