+461.4%
BE vs VSAT
+36.3%
+425.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.7% | -5.0% | -4.6% |
| 7D | -13.4% | -0.5% | -12.9% | -13.0% |
| 30D | -33.9% | +4.0% | -37.9% | -34.5% |
| 3M | -12.0% | -11.8% | -0.2% | -8.0% |
| 6M | -29.0% | +6.9% | -35.9% | -30.9% |
| YTD | +113.4% | +117.2% | -3.8% | +65.7% |
| 1Y | +33.2% | +102.4% | -69.3% | +6.2% |
| 3Y | +1,659.2% | +295.5% | +1,363.7% | +879.7% |
| 5Y | +461.4% | +37.0% | +424.3% | +352.6% |
| All | +461.4% | +36.3% | +425.0% | +352.6% |
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