+167.6%
SYK vs VSAT
+3.1%
+164.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.5% | -4.5% | -2.2% |
| 7D | -12.3% | +3.4% | -15.8% | -12.7% |
| 30D | -22.4% | -12.2% | -10.2% | -21.5% |
| 3M | -12.3% | +20.6% | -33.0% | -15.4% |
| 6M | -24.3% | +60.2% | -84.5% | -30.0% |
| YTD | -22.8% | +115.3% | -138.0% | -31.6% |
| 1Y | -28.8% | +154.6% | -183.3% | -38.9% |
| 3Y | -4.0% | +211.2% | -215.1% | -27.2% |
| 5Y | +3.8% | +52.7% | -48.8% | -15.7% |
| All | +167.6% | +3.1% | +164.4% | +108.8% |
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