-16.0%
VSAT vs MDY
+165.3%
-181.3%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.1% | -4.8% | -4.8% |
| 7D | +5.9% | +2.3% | +3.6% | +3.2% |
| 30D | +9.7% | +2.0% | +7.7% | +7.7% |
| 3M | -18.3% | -5.6% | -12.7% | -10.1% |
| 6M | -4.1% | +1.3% | -5.3% | -2.9% |
| YTD | +96.5% | +12.3% | +84.2% | +76.2% |
| 1Y | +89.3% | +15.8% | +73.5% | +64.1% |
| 3Y | +270.1% | +56.5% | +213.6% | +132.7% |
| 5Y | +26.4% | +35.1% | -8.8% | -3.5% |
| All | -16.0% | +165.3% | -181.3% | -70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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