+70.9%
BHP vs VSAT
+138.1%
-67.2%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.5% | -7.8% | -5.7% |
| 7D | -3.7% | +3.4% | -7.2% | -4.3% |
| 30D | -0.8% | -12.2% | +11.4% | +1.0% |
| 3M | +7.6% | +20.6% | -13.0% | +2.8% |
| 6M | +20.8% | +60.2% | -39.4% | +9.0% |
| YTD | +50.8% | +115.3% | -64.5% | +28.7% |
| 1Y | +70.9% | +154.6% | -83.6% | +41.9% |
| All | +70.9% | +138.1% | -67.2% | +41.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling