+159.5%
CVE vs VSAT
+25.1%
+134.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.9% | +5.6% | +1.2% |
| 7D | +5.9% | +5.9% | 0.0% | +5.1% |
| 30D | -10.9% | +9.7% | -20.6% | -12.0% |
| 3M | -4.5% | -18.3% | +13.8% | -3.1% |
| 6M | -1.0% | -4.1% | +3.1% | -2.7% |
| YTD | +74.7% | +96.5% | -21.8% | +55.6% |
| 1Y | +65.8% | +89.3% | -23.4% | +47.7% |
| 3Y | +73.2% | +270.1% | -196.9% | +28.5% |
| All | +159.5% | +25.1% | +134.4% | +146.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling