+16.8%
A vs VSAT
+33.0%
-16.2%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +16.3% | -13.2% | +1.6% |
| 7D | +4.8% | +0.4% | +4.4% | +4.5% |
| 30D | +5.6% | +3.3% | +2.4% | +4.9% |
| 3M | +23.6% | -7.5% | +31.1% | +23.7% |
| 6M | +56.4% | +6.2% | +50.1% | +52.5% |
| YTD | +33.4% | +115.8% | -82.4% | +19.4% |
| 1Y | +23.7% | +107.7% | -84.0% | +10.8% |
| 3Y | +71.0% | +292.0% | -221.0% | +31.4% |
| 5Y | +16.8% | +35.3% | -18.5% | -2.0% |
| All | +16.8% | +33.0% | -16.2% | -2.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling