+24.3%
BMY vs VSAT
+45.0%
-20.6%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.9% | +6.5% | -0.2% |
| 7D | -4.8% | +3.5% | -8.3% | -4.9% |
| 30D | -0.7% | -14.7% | +14.0% | -0.3% |
| 3M | +15.3% | +13.2% | +2.2% | +14.6% |
| 6M | +8.5% | +57.4% | -48.8% | +6.8% |
| YTD | +23.4% | +110.0% | -86.5% | +20.3% |
| 1Y | +42.9% | +134.4% | -91.5% | +38.7% |
| 3Y | +22.0% | +203.5% | -181.6% | +14.7% |
| 5Y | +24.3% | +47.1% | -22.8% | +15.8% |
| All | +24.3% | +45.0% | -20.6% | +15.8% |
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