+12.9%
CVS vs VSAT
+31.4%
-18.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.2% | +5.5% | +0.5% |
| 7D | +10.4% | +20.0% | -9.6% | +9.7% |
| 30D | +3.3% | +6.5% | -3.2% | +3.0% |
| 3M | -4.5% | -18.3% | +13.8% | -4.1% |
| 6M | -4.4% | +0.4% | -4.7% | -4.9% |
| YTD | +16.6% | +106.7% | -90.1% | +12.6% |
| 1Y | +15.3% | +89.9% | -74.6% | +11.6% |
| 3Y | +48.6% | +276.3% | -227.8% | +35.9% |
| 5Y | +12.9% | +32.9% | -20.1% | +6.5% |
| All | +12.9% | +31.4% | -18.6% | +6.5% |
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