+995.4%
TER vs VSAT
-16.2%
+1,011.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -4.9% | -0.4% | -4.1% |
| 7D | +14.4% | +5.9% | +8.5% | +12.8% |
| 30D | -30.6% | +9.7% | -40.3% | -32.0% |
| 3M | -39.2% | -18.3% | -20.9% | -36.1% |
| 6M | -31.3% | -4.1% | -27.2% | -31.3% |
| YTD | +29.1% | +96.5% | -67.4% | +8.8% |
| 1Y | +47.4% | +89.3% | -41.8% | +24.9% |
| 3Y | +191.2% | +270.1% | -78.8% | +81.2% |
| 5Y | +74.0% | +26.4% | +47.6% | +35.1% |
| All | +995.4% | -16.2% | +1,011.6% | +732.2% |
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