+39.4%
BEN vs VSAT
+45.0%
-5.6%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -6.9% | +5.4% | -0.6% |
| 7D | +3.4% | +3.5% | -0.1% | +2.9% |
| 30D | +1.8% | -14.7% | +16.5% | +3.7% |
| 3M | +8.4% | +13.2% | -4.8% | +5.2% |
| 6M | +35.6% | +57.4% | -21.7% | +25.1% |
| YTD | +46.4% | +110.0% | -63.6% | +28.7% |
| 1Y | +46.3% | +134.4% | -88.1% | +25.5% |
| 3Y | +54.6% | +203.5% | -148.9% | +17.2% |
| 5Y | +39.4% | +47.1% | -7.7% | +8.2% |
| All | +39.4% | +45.0% | -5.6% | +8.2% |
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