+130.7%
C vs VSAT
+51.9%
+78.8%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.0% | -5.3% | -0.8% |
| 7D | +3.6% | +11.8% | -8.2% | +2.4% |
| 30D | +0.1% | -7.0% | +7.1% | +0.7% |
| 3M | +2.4% | +3.3% | -0.9% | +1.0% |
| 6M | +24.9% | +57.4% | -32.5% | +16.7% |
| YTD | +19.8% | +118.6% | -98.8% | +7.3% |
| 1Y | +44.9% | +150.2% | -105.4% | +27.0% |
| 3Y | +263.0% | +160.7% | +102.3% | +194.7% |
| All | +130.7% | +51.9% | +78.8% | +76.2% |
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