+78.2%
AAPL vs VSAT
+199.8%
-121.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.9% | +6.7% | +0.1% |
| 7D | -3.0% | +3.5% | -6.5% | -3.2% |
| 30D | +2.3% | -14.7% | +17.0% | +3.0% |
| 3M | +8.6% | +13.2% | -4.5% | +7.2% |
| 6M | +21.6% | +57.4% | -35.8% | +17.5% |
| YTD | +16.3% | +110.0% | -93.7% | +10.1% |
| 1Y | +35.1% | +134.4% | -99.3% | +26.5% |
| All | +78.2% | +199.8% | -121.6% | +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