+41.9%
CI vs VSAT
+53.4%
-11.6%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.2% | -5.1% | -1.9% |
| 7D | -2.0% | +17.3% | -19.3% | -2.4% |
| 30D | -1.8% | -3.3% | +1.5% | -1.8% |
| 3M | -4.2% | +18.7% | -23.0% | -4.9% |
| 6M | +2.7% | +77.6% | -74.9% | +0.6% |
| YTD | +1.9% | +125.6% | -123.7% | -1.0% |
| 1Y | -6.3% | +158.3% | -164.6% | -9.4% |
| 3Y | +3.9% | +226.1% | -222.3% | -2.0% |
| 5Y | +41.9% | +54.7% | -12.8% | +27.2% |
| All | +41.9% | +53.4% | -11.6% | +27.2% |
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