-11.6%
VSAT vs RBA
+204.3%
-215.9%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.5% | -3.7% | -4.6% |
| 7D | +20.0% | -0.5% | +20.5% | +20.3% |
| 30D | +6.5% | +6.8% | -0.4% | +3.5% |
| 3M | -18.3% | +9.5% | -27.8% | -21.8% |
| 6M | +0.4% | -8.2% | +8.6% | +2.2% |
| YTD | +106.7% | -7.7% | +114.5% | +108.5% |
| 1Y | +89.9% | -6.9% | +96.8% | +91.2% |
| 3Y | +276.3% | +61.6% | +214.7% | +204.3% |
| 5Y | +32.9% | +44.7% | -11.8% | +8.7% |
| All | -11.6% | +204.3% | -215.9% | -53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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