+139.5%
XLP vs VSAT
-16.2%
+155.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.9% | +6.4% | +1.6% |
| 7D | +2.5% | +5.9% | -3.4% | +2.2% |
| 30D | +7.3% | +9.7% | -2.4% | +6.6% |
| 3M | +8.1% | -18.3% | +26.4% | +8.7% |
| 6M | +10.5% | -4.1% | +14.5% | +9.5% |
| YTD | +21.2% | +96.5% | -75.3% | +14.6% |
| 1Y | +22.7% | +89.3% | -66.6% | +16.1% |
| 3Y | +44.8% | +270.1% | -225.3% | +24.9% |
| 5Y | +44.7% | +26.4% | +18.4% | +34.3% |
| All | +139.5% | -16.2% | +155.7% | +115.5% |
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