+355.9%
APH vs VSAT
+51.9%
+304.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.0% | -4.2% | +0.2% |
| 7D | +5.0% | +11.8% | -6.8% | +3.3% |
| 30D | -3.9% | -7.0% | +3.2% | -3.0% |
| 3M | +13.0% | +3.3% | +9.7% | +11.5% |
| 6M | +25.2% | +57.4% | -32.3% | +16.0% |
| YTD | +22.9% | +118.6% | -95.6% | +9.0% |
| 1Y | +47.8% | +150.2% | -102.4% | +28.2% |
| 3Y | +283.0% | +160.7% | +122.3% | +206.2% |
| All | +355.9% | +51.9% | +304.0% | +254.7% |
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