+90.5%
AA vs VSAT
+219.7%
-129.2%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.2% | +0.3% | +3.0% |
| 7D | +1.7% | +17.3% | -15.7% | -1.0% |
| 30D | +3.3% | -3.3% | +6.6% | +3.7% |
| 3M | -29.4% | +18.7% | -48.1% | -32.2% |
| 6M | -12.8% | +77.6% | -90.4% | -22.6% |
| YTD | -2.1% | +125.6% | -127.8% | -17.0% |
| 1Y | +62.8% | +158.3% | -95.5% | +34.6% |
| 3Y | +90.5% | +226.1% | -135.7% | +61.9% |
| All | +90.5% | +219.7% | -129.2% | +61.9% |
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 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