+179.7%
AEIS vs VSAT
+219.7%
-40.0%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.2% | -0.4% | +2.1% |
| 7D | +8.1% | +17.3% | -9.2% | +4.5% |
| 30D | -11.1% | -3.3% | -7.9% | -10.6% |
| 3M | -5.6% | +18.7% | -24.4% | -9.5% |
| 6M | -0.6% | +77.6% | -78.2% | -12.6% |
| YTD | +38.0% | +125.6% | -87.6% | +15.5% |
| 1Y | +87.2% | +158.3% | -71.1% | +52.0% |
| 3Y | +179.7% | +226.1% | -46.4% | +99.9% |
| All | +179.7% | +219.7% | -40.0% | +99.9% |
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