+89.2%
ALLE vs VSAT
+225.8%
-136.6%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +7.7% | -8.6% | -1.4% |
| 7D | -0.6% | -17.0% | +16.4% | +0.4% |
| 30D | +25.3% | -9.8% | +35.1% | +25.8% |
| 3M | +10.3% | -22.0% | +32.3% | +11.5% |
| 6M | +38.0% | -5.0% | +43.0% | +36.9% |
| YTD | +17.8% | +85.6% | -67.8% | +11.2% |
| 1Y | +13.6% | +80.2% | -66.6% | +7.3% |
| 3Y | +89.2% | +250.0% | -160.8% | +66.3% |
| All | +89.2% | +225.8% | -136.6% | +66.3% |
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