+307.8%
SPY vs VSAT
-16.2%
+324.1%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.9% | +4.6% | +0.2% |
| 7D | +2.6% | +5.9% | -3.3% | +1.8% |
| 30D | -2.0% | +9.7% | -11.7% | -3.5% |
| 3M | -2.8% | -18.3% | +15.5% | -1.3% |
| 6M | +2.1% | -4.1% | +6.2% | +0.4% |
| YTD | +11.5% | +96.5% | -85.0% | -0.7% |
| 1Y | +13.5% | +89.3% | -75.8% | +1.2% |
| 3Y | +77.7% | +270.1% | -192.4% | +31.9% |
| 5Y | +72.6% | +26.4% | +46.2% | +46.3% |
| All | +307.8% | -16.2% | +324.1% | +231.5% |
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