+32.9%
BEN vs VSAT
+36.3%
-3.4%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.5% | +1.1% |
| 7D | +12.1% | -0.5% | +12.6% | +11.9% |
| 30D | +13.4% | +4.0% | +9.4% | +12.2% |
| 3M | +9.4% | -11.8% | +21.1% | +10.2% |
| 6M | +19.3% | +6.9% | +12.3% | +15.5% |
| YTD | +57.3% | +117.2% | -60.0% | +36.7% |
| 1Y | +69.1% | +102.4% | -33.3% | +47.8% |
| 3Y | +85.6% | +295.5% | -209.8% | +33.8% |
| 5Y | +32.9% | +37.0% | -4.1% | +11.5% |
| All | +32.9% | +36.3% | -3.4% | +11.5% |
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