+907.0%
BEN vs VSAT
+1,325.7%
-418.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.9% | +5.4% | +1.4% |
| 7D | +6.8% | +5.9% | +0.9% | +5.5% |
| 30D | +18.0% | +9.7% | +8.3% | +15.0% |
| 3M | +7.5% | -18.3% | +25.8% | +10.2% |
| 6M | +14.7% | -4.1% | +18.8% | +11.6% |
| YTD | +56.1% | +96.5% | -40.4% | +29.2% |
| 1Y | +69.6% | +89.3% | -19.7% | +40.5% |
| 3Y | +87.7% | +270.1% | -182.4% | +17.2% |
| 5Y | +28.6% | +26.4% | +2.3% | -6.0% |
| 10Y | +59.8% | -16.5% | +76.4% | +20.1% |
| All | +907.0% | +1,325.7% | -418.7% | +345.3% |
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