+97.4%
VSAT vs JAAA
+30.3%
+67.1%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | 0.0% | -5.0% | -5.0% |
| 7D | +5.9% | +0.1% | +5.8% | +5.8% |
| 30D | +9.7% | +0.4% | +9.3% | +9.5% |
| 3M | -18.3% | +1.2% | -19.5% | -18.7% |
| 6M | -4.1% | +2.3% | -6.4% | -5.0% |
| YTD | +96.5% | +4.0% | +92.5% | +94.0% |
| 1Y | +89.3% | +4.8% | +84.4% | +87.1% |
| 3Y | +270.1% | +18.4% | +251.6% | +343.6% |
| 5Y | +26.4% | +27.5% | -1.2% | +79.2% |
| All | +97.4% | +30.3% | +67.1% | +179.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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