+216.5%
AZN vs VSAT
+3.3%
+213.2%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.2% | +0.3% |
| 7D | -1.6% | -1.3% | -0.2% | -1.5% |
| 30D | +1.1% | -14.8% | +15.9% | +1.9% |
| 3M | -12.1% | +2.2% | -14.3% | -12.7% |
| 6M | -17.1% | +60.2% | -77.3% | -20.3% |
| YTD | -12.0% | +115.6% | -127.6% | -17.2% |
| 1Y | -0.2% | +132.9% | -133.1% | -6.9% |
| 3Y | +26.8% | +216.1% | -189.3% | +10.6% |
| 5Y | +56.9% | +52.9% | +4.0% | +41.2% |
| All | +216.5% | +3.3% | +213.2% | +188.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling