+1,983.4%
VMC vs VSAT
+1,325.7%
+657.8%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.9% | +4.4% | +0.1% |
| 7D | -1.3% | +5.9% | -7.2% | -2.2% |
| 30D | +15.5% | +9.7% | +5.8% | +13.2% |
| 3M | +0.6% | -18.3% | +18.9% | +2.3% |
| 6M | +2.1% | -4.1% | +6.1% | -0.4% |
| YTD | -1.6% | +96.5% | -98.1% | -14.4% |
| 1Y | -1.2% | +89.3% | -90.4% | -14.0% |
| 3Y | +35.3% | +270.1% | -234.7% | -4.2% |
| 5Y | +43.6% | +26.4% | +17.2% | +13.6% |
| 10Y | +126.7% | -16.5% | +143.3% | +82.4% |
| All | +1,983.4% | +1,325.7% | +657.8% | +1,165.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling