+580.0%
XYZ vs VSAT
+3.3%
+576.6%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.2% | -6.4% | -4.0% |
| 7D | +2.9% | +17.3% | -14.5% | -1.1% |
| 30D | +1.4% | -3.3% | +4.7% | +1.9% |
| 3M | +14.6% | +18.7% | -4.2% | +6.5% |
| 6M | +20.8% | +77.6% | -56.8% | -0.5% |
| YTD | +23.1% | +125.6% | -102.6% | -6.5% |
| 1Y | +5.6% | +158.3% | -152.7% | -24.1% |
| 3Y | +50.9% | +226.1% | -175.2% | -16.2% |
| 5Y | -68.6% | +54.7% | -123.2% | -79.0% |
| 10Y | +580.0% | +3.5% | +576.4% | +375.9% |
| All | +580.0% | +3.3% | +576.6% | +375.9% |
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