+2,654.3%
BHP vs VSAT
+1,399.8%
+1,254.5%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -5.2% | +3.3% | -1.1% |
| 7D | +2.5% | +20.0% | -17.5% | -0.6% |
| 30D | -5.2% | +6.5% | -11.7% | -6.8% |
| 3M | -8.7% | -18.3% | +9.6% | -6.8% |
| 6M | -6.9% | +0.4% | -7.2% | -9.4% |
| YTD | +39.0% | +106.7% | -67.8% | +19.0% |
| 1Y | +48.9% | +89.9% | -40.9% | +28.7% |
| 3Y | +55.4% | +276.3% | -221.0% | +6.8% |
| 5Y | +119.2% | +32.9% | +86.3% | +69.5% |
| 10Y | +340.5% | -12.2% | +352.7% | +246.3% |
| All | +2,654.3% | +1,399.8% | +1,254.5% | +1,435.1% |
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