+135.1%
ADI vs VSAT
+45.0%
+90.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.9% | +7.4% | +1.4% |
| 7D | +2.6% | +3.5% | -0.9% | +2.1% |
| 30D | -4.6% | -14.7% | +10.1% | -2.8% |
| 3M | -9.5% | +13.2% | -22.7% | -11.9% |
| 6M | +14.8% | +57.4% | -42.5% | +6.6% |
| YTD | +35.8% | +110.0% | -74.2% | +20.8% |
| 1Y | +48.9% | +134.4% | -85.5% | +29.8% |
| 3Y | +115.6% | +203.5% | -88.0% | +67.3% |
| 5Y | +135.1% | +47.1% | +88.0% | +84.9% |
| All | +135.1% | +45.0% | +90.1% | +84.9% |
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 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