+50.8%
SWKS vs VSAT
-16.2%
+67.0%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.9% | +4.8% | +0.9% |
| 7D | +9.4% | +5.9% | +3.5% | +7.8% |
| 30D | +17.0% | +9.7% | +7.3% | +13.8% |
| 3M | +28.9% | -18.3% | +47.2% | +32.4% |
| 6M | +33.1% | -4.1% | +37.2% | +29.9% |
| YTD | +44.8% | +96.5% | -51.7% | +19.9% |
| 1Y | +36.2% | +89.3% | -53.1% | +13.1% |
| 3Y | +11.5% | +270.1% | -258.6% | -31.4% |
| 5Y | -37.1% | +26.4% | -63.4% | -52.0% |
| All | +50.8% | -16.2% | +67.0% | +9.3% |
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