+0.1%
VSAT vs DOC
-2.1%
+2.2%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.8% | +6.8% | +6.0% |
| 7D | +11.8% | -1.5% | +13.3% | +12.7% |
| 30D | -7.0% | -4.8% | -2.3% | -4.8% |
| 3M | +3.3% | +6.9% | -3.6% | -1.6% |
| 6M | +57.4% | +20.7% | +36.7% | +39.7% |
| YTD | +118.6% | +34.1% | +84.4% | +81.0% |
| 1Y | +150.2% | +22.6% | +127.6% | +117.7% |
| 3Y | +160.7% | +20.8% | +139.9% | +126.5% |
| 5Y | +51.2% | -24.9% | +76.0% | +67.6% |
| All | +0.1% | -2.1% | +2.2% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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