+26.7%
CP vs VSAT
+225.8%
-199.1%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +7.7% | -9.4% | -2.2% |
| 7D | +2.8% | -17.0% | +19.7% | +3.9% |
| 30D | +10.2% | -9.8% | +20.0% | +10.6% |
| 3M | +2.4% | -22.0% | +24.4% | +3.6% |
| 6M | +7.7% | -5.0% | +12.6% | +6.2% |
| YTD | +26.0% | +85.6% | -59.6% | +16.2% |
| 1Y | +34.6% | +80.2% | -45.6% | +24.1% |
| 3Y | +26.7% | +250.0% | -223.3% | +0.6% |
| All | +26.7% | +225.8% | -199.1% | +0.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling