-5.2%
VSAT vs RACE
+738.3%
-743.5%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | +0.7% | +15.6% | +16.0% |
| 7D | +0.4% | +3.9% | -3.6% | -1.6% |
| 30D | +3.3% | +7.4% | -4.2% | -0.3% |
| 3M | -7.5% | +1.6% | -9.1% | -8.6% |
| 6M | +6.2% | +23.3% | -17.1% | -4.2% |
| YTD | +115.8% | +14.7% | +101.2% | +99.4% |
| 1Y | +107.7% | +2.5% | +105.1% | +101.9% |
| 3Y | +292.0% | +28.0% | +264.1% | +219.5% |
| 5Y | +35.3% | +69.8% | -34.5% | -7.3% |
| 10Y | -5.2% | +734.9% | -740.1% | -66.6% |
| All | -5.2% | +738.3% | -743.5% | -66.6% |
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