+754.3%
VLO vs VSAT
-5.6%
+759.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.3% | +3.4% | +3.7% |
| 7D | -0.4% | +12.5% | -12.9% | -2.5% |
| 30D | -16.6% | +11.0% | -27.6% | -18.4% |
| 3M | +12.3% | -11.1% | +23.4% | +13.0% |
| 6M | +47.8% | +2.8% | +45.0% | +42.2% |
| YTD | +126.7% | +118.0% | +8.7% | +87.0% |
| 1Y | +105.4% | +97.1% | +8.3% | +71.6% |
| 3Y | +222.0% | +296.8% | -74.9% | +100.5% |
| 5Y | +449.8% | +38.7% | +411.2% | +325.4% |
| 10Y | +754.3% | -7.4% | +761.8% | +507.3% |
| All | +754.3% | -5.6% | +759.9% | +507.3% |
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