-18.1%
AMRZ vs VSAT
+489.4%
-507.6%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.4% | -1.8% |
| 7D | +0.2% | -0.5% | +0.7% | 0.0% |
| 30D | +16.2% | +4.0% | +12.2% | +15.4% |
| 3M | -8.9% | -11.8% | +2.8% | -8.5% |
| 6M | -20.1% | +6.9% | -27.0% | -21.5% |
| YTD | -21.3% | +117.2% | -138.5% | -28.4% |
| 1Y | -12.6% | +102.4% | -115.1% | -20.3% |
| All | -18.1% | +489.4% | -507.6% | -19.1% |
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 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