+564.8%
BMY vs VSAT
+1,325.7%
-760.9%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.9% | +6.7% | +2.1% |
| 7D | +2.1% | +5.9% | -3.8% | +1.6% |
| 30D | +7.0% | +9.7% | -2.7% | +5.9% |
| 3M | -0.9% | -18.3% | +17.4% | -0.1% |
| 6M | +14.9% | -4.1% | +19.0% | +13.7% |
| YTD | +22.8% | +96.5% | -73.7% | +14.8% |
| 1Y | +36.2% | +89.3% | -53.0% | +27.3% |
| 3Y | +45.7% | +270.1% | -224.4% | +23.0% |
| 5Y | +31.3% | +26.4% | +4.9% | +16.7% |
| 10Y | +60.6% | -16.5% | +77.1% | +42.8% |
| All | +564.8% | +1,325.7% | -760.9% | +372.0% |
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