+162.2%
W vs VSAT
-3.0%
+165.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.9% | +7.1% | +2.5% |
| 7D | +5.9% | +3.5% | +2.4% | +4.5% |
| 30D | -3.0% | -14.7% | +11.7% | +2.0% |
| 3M | +40.3% | +13.2% | +27.2% | +30.1% |
| 6M | +32.2% | +57.4% | -25.1% | +6.3% |
| YTD | -0.3% | +110.0% | -110.3% | -29.0% |
| 1Y | +16.2% | +134.4% | -118.2% | -23.0% |
| 3Y | +40.7% | +203.5% | -162.8% | -32.3% |
| 5Y | -62.3% | +47.1% | -109.5% | -77.8% |
| 10Y | +162.2% | +0.4% | +161.9% | +47.0% |
| All | +162.2% | -3.0% | +165.3% | +47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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