+253.9%
XLI vs VSAT
+3.3%
+250.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.0% |
| 7D | -1.7% | -1.3% | -0.3% | -1.5% |
| 30D | -7.3% | -14.8% | +7.5% | -5.4% |
| 3M | -1.3% | +2.2% | -3.5% | -2.8% |
| 6M | +2.2% | +60.2% | -57.9% | -6.6% |
| YTD | +11.7% | +115.6% | -103.9% | -3.1% |
| 1Y | +14.3% | +132.9% | -118.6% | -2.9% |
| 3Y | +70.3% | +216.1% | -145.7% | +24.2% |
| 5Y | +82.3% | +52.9% | +29.4% | +43.4% |
| All | +253.9% | +3.3% | +250.6% | +173.9% |
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