+146.9%
CVE vs VSAT
-11.9%
+158.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.2% | +6.9% | +2.7% |
| 7D | +4.6% | +20.0% | -15.3% | +0.6% |
| 30D | -12.0% | +6.5% | -18.5% | -13.7% |
| 3M | -3.8% | -18.3% | +14.5% | -1.4% |
| 6M | -2.7% | +0.4% | -3.1% | -6.9% |
| YTD | +73.6% | +106.7% | -33.1% | +38.8% |
| 1Y | +62.0% | +89.9% | -27.9% | +30.9% |
| 3Y | +72.7% | +276.3% | -203.6% | -2.1% |
| 5Y | +153.9% | +32.9% | +121.0% | +85.0% |
| All | +146.9% | -11.9% | +158.8% | +78.8% |
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