+172.2%
CVX vs VSAT
+45.0%
+127.2%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -6.9% | +8.8% | +2.3% |
| 7D | +1.0% | +3.5% | -2.5% | +0.7% |
| 30D | +10.7% | -14.7% | +25.4% | +11.5% |
| 3M | +15.5% | +13.2% | +2.3% | +13.8% |
| 6M | +14.9% | +57.4% | -42.5% | +9.9% |
| YTD | +44.2% | +110.0% | -65.8% | +34.4% |
| 1Y | +43.5% | +134.4% | -90.9% | +31.9% |
| 3Y | +45.0% | +203.5% | -158.6% | +24.7% |
| 5Y | +172.2% | +47.1% | +125.0% | +135.4% |
| All | +172.2% | +45.0% | +127.2% | +135.4% |
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