+9.7%
AWK vs VSAT
+219.7%
-210.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.2% | -3.5% | -0.2% |
| 7D | +2.2% | +17.3% | -15.1% | +2.2% |
| 30D | +4.4% | -3.3% | +7.7% | +4.4% |
| 3M | +15.4% | +18.7% | -3.4% | +15.3% |
| 6M | +3.5% | +77.6% | -74.0% | +3.0% |
| YTD | +9.8% | +125.6% | -115.8% | +9.0% |
| 1Y | +3.0% | +158.3% | -155.3% | +2.0% |
| 3Y | +9.7% | +226.1% | -216.5% | +10.0% |
| All | +9.7% | +219.7% | -210.0% | +10.0% |
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