+166.1%
APA vs VSAT
+53.4%
+112.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.2% | -1.4% | +1.5% |
| 7D | -1.7% | +17.3% | -19.0% | -3.4% |
| 30D | +15.7% | -3.3% | +19.0% | +16.0% |
| 3M | +16.5% | +18.7% | -2.3% | +12.8% |
| 6M | +35.1% | +77.6% | -42.5% | +22.7% |
| YTD | +82.2% | +125.6% | -43.4% | +58.9% |
| 1Y | +102.5% | +158.3% | -55.8% | +71.3% |
| 3Y | +10.3% | +226.1% | -215.8% | -18.0% |
| 5Y | +166.1% | +54.7% | +111.5% | +90.1% |
| All | +166.1% | +53.4% | +112.7% | +90.1% |
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