+517.6%
SPMO vs VSAT
+3.3%
+514.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.4% | +0.5% |
| 7D | -0.9% | -1.3% | +0.4% | -0.8% |
| 30D | -1.9% | -14.8% | +12.9% | -0.2% |
| 3M | -1.4% | +2.2% | -3.6% | -2.4% |
| 6M | +25.5% | +60.2% | -34.7% | +17.0% |
| YTD | +24.8% | +115.6% | -90.8% | +11.8% |
| 1Y | +24.5% | +132.9% | -108.4% | +9.8% |
| 3Y | +157.1% | +216.1% | -58.9% | +101.6% |
| 5Y | +149.5% | +52.9% | +96.6% | +106.6% |
| All | +517.6% | +3.3% | +514.3% | +404.3% |
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