+262.1%
APH vs VSAT
+225.8%
+36.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +7.7% | -3.6% | +3.0% |
| 7D | -5.9% | -17.0% | +11.0% | -3.4% |
| 30D | -14.8% | -9.8% | -5.0% | -13.6% |
| 3M | -12.4% | -22.0% | +9.6% | -9.7% |
| 6M | +8.1% | -5.0% | +13.0% | +7.6% |
| YTD | +10.9% | +85.6% | -74.6% | +1.3% |
| 1Y | +8.8% | +80.2% | -71.4% | -0.5% |
| 3Y | +262.1% | +250.0% | +12.0% | +186.2% |
| All | +262.1% | +225.8% | +36.3% | +186.2% |
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