+135.5%
CVE vs VSAT
-4.9%
+140.4%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | +0.2% |
| 7D | -10.0% | -0.5% | -9.5% | -10.2% |
| 30D | -11.9% | +4.0% | -15.8% | -13.2% |
| 3M | -5.9% | -11.8% | +5.8% | -5.0% |
| 6M | -1.6% | +6.9% | -8.5% | -7.0% |
| YTD | +66.3% | +117.2% | -51.0% | +31.7% |
| 1Y | +57.5% | +102.4% | -44.9% | +25.7% |
| 3Y | +65.4% | +295.5% | -230.0% | -7.1% |
| 5Y | +144.2% | +37.0% | +107.1% | +77.9% |
| 10Y | +135.5% | -6.0% | +141.5% | +68.2% |
| All | +135.5% | -4.9% | +140.4% | +68.2% |
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 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