+109.8%
AAPL vs VSAT
+45.0%
+64.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.9% | +6.7% | +0.3% |
| 7D | -3.0% | +3.5% | -6.5% | -3.3% |
| 30D | +2.3% | -14.7% | +17.0% | +3.4% |
| 3M | +8.6% | +13.2% | -4.5% | +6.5% |
| 6M | +21.6% | +57.4% | -35.8% | +15.2% |
| YTD | +16.3% | +110.0% | -93.7% | +6.8% |
| 1Y | +35.1% | +134.4% | -99.3% | +21.9% |
| 3Y | +79.4% | +203.5% | -124.2% | +49.5% |
| 5Y | +109.8% | +47.1% | +62.7% | +72.7% |
| All | +109.8% | +45.0% | +64.9% | +72.7% |
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