+4,227.3%
AEIS vs VSAT
+1,485.7%
+2,741.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +5.0% | -2.6% | +0.8% |
| 7D | +3.0% | +11.8% | -8.8% | -0.7% |
| 30D | -14.6% | -7.0% | -7.6% | -12.7% |
| 3M | -12.4% | +3.3% | -15.7% | -14.9% |
| 6M | -15.0% | +57.4% | -72.4% | -29.3% |
| YTD | +34.3% | +118.6% | -84.3% | -1.1% |
| 1Y | +87.4% | +150.2% | -62.9% | +29.5% |
| 3Y | +139.8% | +160.7% | -20.9% | +28.9% |
| 5Y | +220.7% | +51.2% | +169.6% | +85.0% |
| 10Y | +531.6% | -0.7% | +532.3% | +298.2% |
| All | +4,227.3% | +1,485.7% | +2,741.6% | +835.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling