+298.1%
APP vs VSAT
+25.1%
+273.0%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -4.9% | +8.9% | +4.6% |
| 7D | +4.6% | +5.9% | -1.3% | +3.5% |
| 30D | +56.0% | +9.7% | +46.3% | +51.9% |
| 3M | +30.8% | -18.3% | +49.2% | +33.0% |
| 6M | -9.8% | -4.1% | -5.7% | -12.3% |
| YTD | -39.3% | +96.5% | -135.8% | -48.5% |
| 1Y | -26.4% | +89.3% | -115.7% | -37.5% |
| 3Y | +887.9% | +270.1% | +617.9% | +553.3% |
| All | +298.1% | +25.1% | +273.0% | +219.1% |
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