-16.0%
VSAT vs RACE
+729.2%
-745.2%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.4% | -6.3% | -5.6% |
| 7D | +5.9% | -1.2% | +7.1% | +6.5% |
| 30D | +9.7% | +6.1% | +3.6% | +6.4% |
| 3M | -18.3% | -0.3% | -18.0% | -18.6% |
| 6M | -4.1% | +23.4% | -27.5% | -13.4% |
| YTD | +96.5% | +12.5% | +84.0% | +83.0% |
| 1Y | +89.3% | -0.5% | +89.7% | +86.4% |
| 3Y | +270.1% | +23.6% | +246.4% | +206.7% |
| 5Y | +26.4% | +65.4% | -39.1% | -12.4% |
| All | -16.0% | +729.2% | -745.2% | -71.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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