+51.4%
ALLE vs VSAT
+38.6%
+12.8%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.8% |
| 7D | -0.8% | +12.5% | -13.3% | -1.9% |
| 30D | +27.4% | +11.0% | +16.3% | +25.8% |
| 3M | +13.8% | -11.1% | +25.0% | +14.3% |
| 6M | +45.5% | +2.8% | +42.7% | +43.0% |
| YTD | +21.4% | +118.0% | -96.6% | +10.6% |
| 1Y | +15.4% | +97.1% | -81.8% | +5.8% |
| 3Y | +91.7% | +296.8% | -205.1% | +54.1% |
| All | +51.4% | +38.6% | +12.8% | +34.1% |
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