+182.7%
SW vs VSAT
-9.2%
+191.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +7.7% | -8.6% | -1.6% |
| 7D | +2.3% | -17.0% | +19.3% | +3.7% |
| 30D | +6.8% | -9.8% | +16.5% | +7.2% |
| 3M | -5.2% | -22.0% | +16.8% | -3.8% |
| 6M | +7.4% | -5.0% | +12.4% | +6.3% |
| YTD | +17.4% | +85.6% | -68.2% | +8.9% |
| 1Y | +27.1% | +80.2% | -53.1% | +17.9% |
| 3Y | +47.9% | +250.0% | -202.2% | +21.7% |
| 5Y | -2.6% | -4.6% | +2.0% | -13.7% |
| All | +182.7% | -9.2% | +191.9% | +141.8% |
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