-16.5%
AVTR vs VSAT
+252.2%
-268.7%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.9% | +4.4% | -0.2% |
| 7D | +0.5% | +5.9% | -5.4% | 0.0% |
| 30D | -1.0% | +9.7% | -10.7% | -1.8% |
| 3M | +12.2% | -18.3% | +30.5% | +13.1% |
| 6M | +97.5% | -4.1% | +101.5% | +95.3% |
| YTD | +35.6% | +96.5% | -60.9% | +26.2% |
| 1Y | +32.8% | +89.3% | -56.4% | +23.7% |
| 3Y | -16.5% | +270.1% | -286.6% | -27.4% |
| All | -16.5% | +252.2% | -268.7% | -27.4% |
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