+122.2%
ALL vs VSAT
+51.9%
+70.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +5.0% | -6.4% | -1.5% |
| 7D | 0.0% | +11.8% | -11.8% | -0.2% |
| 30D | -1.5% | -7.0% | +5.6% | -1.4% |
| 3M | +23.6% | +3.3% | +20.3% | +23.1% |
| 6M | +22.3% | +57.4% | -35.1% | +19.8% |
| YTD | +26.5% | +118.6% | -92.1% | +22.0% |
| 1Y | +27.0% | +150.2% | -123.2% | +21.3% |
| 3Y | +149.6% | +160.7% | -11.1% | +134.0% |
| All | +122.2% | +51.9% | +70.3% | +103.6% |
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