+319.7%
SPY vs VSAT
-3.0%
+322.7%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.9% | +6.5% | +0.3% |
| 7D | -0.4% | +3.5% | -3.9% | -0.8% |
| 30D | -1.4% | -14.7% | +13.3% | +0.3% |
| 3M | +3.7% | +13.2% | -9.5% | +1.0% |
| 6M | +13.0% | +57.4% | -44.4% | +4.9% |
| YTD | +12.4% | +110.0% | -97.6% | 0.0% |
| 1Y | +18.5% | +134.4% | -115.9% | +3.1% |
| 3Y | +77.6% | +203.5% | -125.9% | +37.0% |
| 5Y | +81.7% | +47.1% | +34.6% | +49.3% |
| 10Y | +319.7% | +0.4% | +319.3% | +239.8% |
| All | +319.7% | -3.0% | +322.7% | +239.8% |
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