+105.9%
C vs VSAT
-0.1%
+106.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +7.7% | -7.2% | -0.3% |
| 7D | -2.4% | -17.0% | +14.6% | -0.6% |
| 30D | -6.0% | -9.8% | +3.8% | -5.3% |
| 3M | -10.5% | -22.0% | +11.5% | -8.7% |
| 6M | -5.7% | -5.0% | -0.7% | -7.0% |
| YTD | +4.1% | +85.6% | -81.4% | -5.9% |
| 1Y | +20.5% | +80.2% | -59.7% | +8.9% |
| 3Y | +208.1% | +250.0% | -41.9% | +137.9% |
| All | +105.9% | -0.1% | +106.0% | +74.6% |
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