+938.9%
VLO vs VSAT
-3.0%
+941.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -6.9% | +8.5% | +2.7% |
| 7D | +6.2% | +3.5% | +2.8% | +5.6% |
| 30D | +23.5% | -14.7% | +38.2% | +26.3% |
| 3M | +53.9% | +13.2% | +40.7% | +47.8% |
| 6M | +81.7% | +57.4% | +24.3% | +62.0% |
| YTD | +142.5% | +110.0% | +32.5% | +102.5% |
| 1Y | +145.4% | +134.4% | +11.0% | +98.0% |
| 3Y | +197.3% | +203.5% | -6.2% | +97.6% |
| 5Y | +614.6% | +47.1% | +567.5% | +422.3% |
| 10Y | +938.9% | +0.4% | +938.5% | +641.6% |
| All | +938.9% | -3.0% | +941.9% | +641.6% |
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