+33.2%
BN vs VSAT
+45.0%
-11.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -6.9% | +5.0% | -0.9% |
| 7D | -3.0% | +3.5% | -6.5% | -3.5% |
| 30D | -13.0% | -14.7% | +1.7% | -11.2% |
| 3M | -15.2% | +13.2% | -28.4% | -18.1% |
| 6M | -5.9% | +57.4% | -63.3% | -14.1% |
| YTD | -15.8% | +110.0% | -125.8% | -26.8% |
| 1Y | -12.2% | +134.4% | -146.6% | -25.5% |
| 3Y | +72.2% | +203.5% | -131.3% | +27.5% |
| 5Y | +33.2% | +47.1% | -13.9% | -2.2% |
| All | +33.2% | +45.0% | -11.8% | -2.2% |
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