+638.0%
XYZ vs VSAT
+2.6%
+635.4%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +16.3% | -12.7% | -0.2% |
| 7D | +14.9% | +0.4% | +14.5% | +13.8% |
| 30D | +14.7% | +3.3% | +11.4% | +12.0% |
| 3M | +12.1% | -7.5% | +19.6% | +11.7% |
| 6M | +18.3% | +6.2% | +12.1% | +10.3% |
| YTD | +36.1% | +115.8% | -79.8% | +2.4% |
| 1Y | +35.3% | +107.7% | -72.4% | +1.8% |
| 3Y | +73.5% | +292.0% | -218.6% | -11.4% |
| 5Y | -61.6% | +35.3% | -96.9% | -73.3% |
| 10Y | +638.0% | -5.2% | +643.2% | +396.8% |
| All | +638.0% | +2.6% | +635.4% | +396.8% |
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