+1.3%
VSAT vs MDY
+175.0%
-173.7%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.9% | +3.5% | +3.8% |
| 7D | +3.4% | -2.5% | +5.9% | +7.2% |
| 30D | -12.2% | -5.0% | -7.2% | -5.4% |
| 3M | +20.6% | +0.5% | +20.2% | +21.3% |
| 6M | +60.2% | +8.0% | +52.2% | +47.9% |
| YTD | +115.3% | +12.2% | +103.1% | +91.0% |
| 1Y | +154.6% | +14.0% | +140.6% | +125.0% |
| 3Y | +211.2% | +48.2% | +163.0% | +107.4% |
| 5Y | +52.7% | +46.1% | +6.6% | +5.0% |
| All | +1.3% | +175.0% | -173.7% | -69.2% |
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