+470.4%
VRTX vs VSAT
-16.2%
+486.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.9% | +4.2% | -0.4% |
| 7D | -1.6% | +5.9% | -7.4% | -2.0% |
| 30D | +8.0% | +9.7% | -1.7% | +6.9% |
| 3M | +4.3% | -18.3% | +22.6% | +5.2% |
| 6M | +18.9% | -4.1% | +22.9% | +17.5% |
| YTD | +18.8% | +96.5% | -77.7% | +10.5% |
| 1Y | +24.0% | +89.3% | -65.3% | +15.3% |
| 3Y | +42.1% | +270.1% | -227.9% | +18.1% |
| 5Y | +187.6% | +26.4% | +161.2% | +160.2% |
| All | +470.4% | -16.2% | +486.6% | +415.5% |
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