+484.0%
V vs VSAT
-16.2%
+500.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.9% | +6.2% | +1.8% |
| 7D | +0.9% | +5.9% | -5.0% | +0.2% |
| 30D | +9.0% | +9.7% | -0.7% | +7.4% |
| 3M | +16.7% | -18.3% | +35.0% | +18.1% |
| 6M | +33.4% | -4.1% | +37.5% | +30.9% |
| YTD | +22.4% | +96.5% | -74.2% | +9.1% |
| 1Y | +27.7% | +89.3% | -61.6% | +13.9% |
| 3Y | +78.0% | +270.1% | -192.1% | +31.6% |
| 5Y | +108.5% | +26.4% | +82.1% | +78.9% |
| All | +484.0% | -16.2% | +500.2% | +354.6% |
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