+2,265.1%
CI vs VSAT
+1,485.7%
+779.4%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +5.0% | -6.3% | -1.8% |
| 7D | +1.3% | +11.8% | -10.5% | +0.2% |
| 30D | +4.4% | -7.0% | +11.5% | +5.0% |
| 3M | +0.7% | +3.3% | -2.6% | -0.8% |
| 6M | +0.3% | +57.4% | -57.1% | -5.7% |
| YTD | +3.8% | +118.6% | -114.8% | -6.0% |
| 1Y | -5.5% | +150.2% | -155.7% | -16.2% |
| 3Y | +8.1% | +160.7% | -152.6% | -11.6% |
| 5Y | +42.8% | +51.2% | -8.4% | +19.1% |
| 10Y | +143.9% | -0.7% | +144.5% | +105.0% |
| All | +2,265.1% | +1,485.7% | +779.4% | +1,491.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling