+73.2%
APA vs VSAT
+33.0%
+40.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +16.3% | -16.5% | -1.9% |
| 7D | -8.7% | +0.4% | -9.1% | -9.0% |
| 30D | -2.4% | +3.3% | -5.7% | -3.1% |
| 3M | +19.0% | -7.5% | +26.5% | +19.1% |
| 6M | +26.8% | +6.2% | +20.6% | +23.0% |
| YTD | +87.3% | +115.8% | -28.5% | +62.9% |
| 1Y | +92.3% | +107.7% | -15.4% | +67.3% |
| 3Y | +37.3% | +292.0% | -254.8% | -2.7% |
| 5Y | +73.2% | +35.3% | +37.9% | +51.7% |
| All | +73.2% | +33.0% | +40.2% | +51.7% |
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