+3,284.2%
AEIS vs VSAT
+1,325.7%
+1,958.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.9% | +1.0% | -2.4% |
| 7D | +11.5% | +5.9% | +5.6% | +9.4% |
| 30D | -15.8% | +9.7% | -25.5% | -17.9% |
| 3M | -33.3% | -18.3% | -15.0% | -28.6% |
| 6M | -35.2% | -4.1% | -31.1% | -35.8% |
| YTD | +5.0% | +96.5% | -91.5% | -19.7% |
| 1Y | +8.5% | +89.3% | -80.8% | -16.6% |
| 3Y | +152.9% | +270.1% | -117.2% | +22.2% |
| 5Y | +144.6% | +26.4% | +118.3% | +51.9% |
| 10Y | +337.1% | -16.5% | +353.7% | +193.6% |
| All | +3,284.2% | +1,325.7% | +1,958.5% | +658.8% |
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 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