+237.1%
AEIS vs VSAT
+45.0%
+192.1%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.9% | +5.8% | +0.4% |
| 7D | +6.5% | +3.5% | +3.0% | +5.6% |
| 30D | -9.2% | -14.7% | +5.5% | -6.0% |
| 3M | -8.3% | +13.2% | -21.5% | -11.4% |
| 6M | -6.3% | +57.4% | -63.7% | -16.2% |
| YTD | +36.5% | +110.0% | -73.5% | +14.5% |
| 1Y | +84.8% | +134.4% | -49.6% | +50.5% |
| 3Y | +176.6% | +203.5% | -26.9% | +89.4% |
| 5Y | +237.1% | +47.1% | +190.0% | +128.7% |
| All | +237.1% | +45.0% | +192.1% | +128.7% |
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