+565.2%
COPX vs VSAT
+3.3%
+561.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | -2.3% | -1.3% | -1.0% | -2.2% |
| 30D | +0.3% | -14.8% | +15.1% | +3.3% |
| 3M | +6.8% | +2.2% | +4.6% | +4.6% |
| 6M | +7.9% | +60.2% | -52.2% | -4.6% |
| YTD | +23.7% | +115.6% | -91.9% | +2.3% |
| 1Y | +71.5% | +132.9% | -61.3% | +38.1% |
| 3Y | +149.1% | +216.1% | -67.0% | +63.8% |
| 5Y | +167.3% | +52.9% | +114.4% | +92.3% |
| All | +565.2% | +3.3% | +561.9% | +378.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling