+31.8%
A vs VSAT
+219.7%
-187.9%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.2% | -5.9% | -2.9% |
| 7D | -2.1% | +17.3% | -19.4% | -3.2% |
| 30D | +0.6% | -3.3% | +3.9% | +0.7% |
| 3M | +10.9% | +18.7% | -7.9% | +8.6% |
| 6M | +28.2% | +77.6% | -49.4% | +20.7% |
| YTD | +8.6% | +125.6% | -117.1% | -0.3% |
| 1Y | +15.5% | +158.3% | -142.8% | +4.3% |
| 3Y | +31.8% | +226.1% | -194.3% | +12.1% |
| All | +31.8% | +219.7% | -187.9% | +12.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling