+604.1%
ABBV vs VSAT
-16.2%
+620.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.9% | +5.1% | +0.4% |
| 7D | +1.3% | +5.9% | -4.6% | +1.0% |
| 30D | +4.7% | +9.7% | -5.0% | +4.0% |
| 3M | +18.3% | -18.3% | +36.7% | +19.0% |
| 6M | +43.4% | -4.1% | +47.4% | +42.1% |
| YTD | +33.0% | +96.5% | -63.5% | +26.0% |
| 1Y | +30.8% | +89.3% | -58.5% | +24.0% |
| 3Y | +135.1% | +270.1% | -134.9% | +103.7% |
| 5Y | +201.2% | +26.4% | +174.9% | +179.2% |
| All | +604.1% | -16.2% | +620.4% | +566.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling