+156.1%
ALL vs VSAT
+199.8%
-43.7%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +5.0% | -6.4% | -1.3% |
| 7D | 0.0% | +11.8% | -11.8% | +0.1% |
| 30D | -1.5% | -7.0% | +5.6% | -1.5% |
| 3M | +23.6% | +3.3% | +20.3% | +23.6% |
| 6M | +22.3% | +57.4% | -35.1% | +22.0% |
| YTD | +26.5% | +118.6% | -92.1% | +25.7% |
| 1Y | +27.0% | +150.2% | -123.2% | +25.8% |
| All | +156.1% | +199.8% | -43.7% | +146.5% |
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