+136.4%
BAC vs VSAT
+219.7%
-83.3%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.2% | -3.7% | -0.7% |
| 7D | +1.2% | +17.3% | -16.1% | +0.2% |
| 30D | -0.7% | -3.3% | +2.5% | -0.6% |
| 3M | +16.9% | +18.7% | -1.8% | +14.9% |
| 6M | +29.6% | +77.6% | -48.0% | +23.3% |
| YTD | +15.3% | +125.6% | -110.4% | +7.4% |
| 1Y | +28.8% | +158.3% | -129.5% | +18.5% |
| 3Y | +136.4% | +226.1% | -89.7% | +105.1% |
| All | +136.4% | +219.7% | -83.3% | +105.1% |
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 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