+302.2%
AEM vs VSAT
+252.2%
+50.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.9% | +5.0% | +0.4% |
| 7D | -6.8% | +5.9% | -12.7% | -7.3% |
| 30D | +0.8% | +9.7% | -8.9% | -0.4% |
| 3M | -0.8% | -18.3% | +17.5% | +0.2% |
| 6M | -8.5% | -4.1% | -4.5% | -9.5% |
| YTD | +5.9% | +96.5% | -90.6% | -1.0% |
| 1Y | +6.6% | +89.3% | -82.7% | -0.3% |
| 3Y | +302.2% | +270.1% | +32.1% | +255.5% |
| All | +302.2% | +252.2% | +50.0% | +255.5% |
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