+147.8%
SW vs VSAT
-0.8%
+148.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.0% | -3.8% | +0.8% |
| 7D | -5.1% | +11.8% | -16.9% | -6.0% |
| 30D | -4.6% | -7.0% | +2.5% | -4.1% |
| 3M | +9.4% | +3.3% | +6.1% | +8.2% |
| 6M | +3.5% | +57.4% | -53.9% | -1.7% |
| YTD | +22.0% | +118.6% | -96.5% | +12.2% |
| 1Y | +2.2% | +150.2% | -148.0% | -7.5% |
| 3Y | +19.6% | +160.7% | -141.1% | +1.2% |
| 5Y | -2.3% | +51.2% | -53.5% | -16.4% |
| All | +147.8% | -0.8% | +148.6% | +113.0% |
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