+406.7%
CAH vs VSAT
+46.3%
+360.4%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.9% | +6.7% | -0.1% |
| 7D | -2.2% | +3.5% | -5.7% | -2.3% |
| 30D | +1.2% | -14.7% | +15.9% | +1.4% |
| 3M | +13.1% | +13.2% | -0.1% | +12.8% |
| 6M | +8.5% | +57.4% | -48.9% | +7.5% |
| YTD | +17.6% | +110.0% | -92.4% | +16.0% |
| 1Y | +60.7% | +134.4% | -73.7% | +58.1% |
| 3Y | +183.2% | +203.5% | -20.4% | +174.0% |
| All | +406.7% | +46.3% | +360.4% | +372.7% |
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