+861.1%
BEN vs VSAT
+1,485.7%
-624.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.0% | -1.5% | +2.6% |
| 7D | +0.2% | +11.8% | -11.6% | -1.9% |
| 30D | -0.5% | -7.0% | +6.5% | +0.6% |
| 3M | +9.7% | +3.3% | +6.4% | +6.9% |
| 6M | +33.9% | +57.4% | -23.5% | +18.6% |
| YTD | +49.0% | +118.6% | -69.6% | +22.2% |
| 1Y | +42.1% | +150.2% | -108.1% | +11.8% |
| 3Y | +51.9% | +160.7% | -108.8% | +2.7% |
| 5Y | +39.0% | +51.2% | -12.1% | -1.5% |
| 10Y | +57.9% | -0.7% | +58.5% | +16.2% |
| All | +861.1% | +1,485.7% | -624.6% | +321.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling