+144.3%
AR vs VSAT
+53.4%
+90.8%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.2% | -4.1% | -1.1% |
| 7D | -1.8% | +17.3% | -19.1% | -3.4% |
| 30D | +12.6% | -3.3% | +15.9% | +12.8% |
| 3M | +10.0% | +18.7% | -8.7% | +6.9% |
| 6M | +0.6% | +77.6% | -76.9% | -7.5% |
| YTD | +13.4% | +125.6% | -112.2% | +0.3% |
| 1Y | +21.7% | +158.3% | -136.6% | +4.9% |
| 3Y | +45.8% | +226.1% | -180.3% | +12.8% |
| 5Y | +144.3% | +54.7% | +89.6% | +105.6% |
| All | +144.3% | +53.4% | +90.8% | +105.6% |
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