+22.6%
BROS vs VSAT
+50.5%
-28.0%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.9% | +4.9% | -1.2% |
| 7D | -6.6% | +3.5% | -10.1% | -7.0% |
| 30D | -12.3% | -14.7% | +2.4% | -10.8% |
| 3M | -22.2% | +13.2% | -35.4% | -24.2% |
| 6M | -14.3% | +57.4% | -71.7% | -20.3% |
| YTD | -26.6% | +110.0% | -136.5% | -34.4% |
| 1Y | -31.5% | +134.4% | -165.9% | -40.1% |
| 3Y | +62.3% | +203.5% | -141.3% | +27.1% |
| All | +22.6% | +50.5% | -28.0% | -36.5% |
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