-18.5%
Z vs VSAT
-11.9%
-6.6%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -5.2% | +2.9% | -1.3% |
| 7D | -4.9% | +20.0% | -24.9% | -8.4% |
| 30D | +3.0% | +6.5% | -3.5% | +0.4% |
| 3M | -13.4% | -18.3% | +4.9% | -11.6% |
| 6M | -27.3% | +0.4% | -27.7% | -31.2% |
| YTD | -57.8% | +106.7% | -164.5% | -67.0% |
| 1Y | -60.0% | +89.9% | -149.9% | -68.4% |
| 3Y | -21.5% | +276.3% | -297.9% | -56.0% |
| 5Y | -55.0% | +32.9% | -87.9% | -67.9% |
| All | -18.5% | -11.9% | -6.6% | -45.8% |
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