+1,744.2%
TER vs VSAT
+3.3%
+1,740.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.2% | +1.0% | +3.4% |
| 7D | +11.0% | +17.3% | -6.4% | +6.7% |
| 30D | -1.9% | -3.3% | +1.4% | -1.2% |
| 3M | -0.7% | +18.7% | -19.4% | -5.3% |
| 6M | +36.4% | +77.6% | -41.2% | +17.7% |
| YTD | +92.4% | +125.6% | -33.2% | +56.8% |
| 1Y | +213.5% | +158.3% | +55.2% | +146.1% |
| 3Y | +277.2% | +226.1% | +51.1% | +141.8% |
| 5Y | +219.1% | +54.7% | +164.5% | +130.4% |
| 10Y | +1,744.2% | +3.5% | +1,740.7% | +1,292.0% |
| All | +1,744.2% | +3.3% | +1,740.9% | +1,292.0% |
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