+1,783.7%
CVX vs VSAT
+1,485.7%
+298.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +5.0% | -6.3% | -1.8% |
| 7D | +3.3% | +11.8% | -8.5% | +2.1% |
| 30D | +12.9% | -7.0% | +19.9% | +13.6% |
| 3M | +11.7% | +3.3% | +8.4% | +9.8% |
| 6M | +14.1% | +57.4% | -43.3% | +6.0% |
| YTD | +40.7% | +118.6% | -77.9% | +25.0% |
| 1Y | +37.5% | +150.2% | -112.7% | +19.1% |
| 3Y | +43.9% | +160.7% | -116.8% | +14.0% |
| 5Y | +161.5% | +51.2% | +110.3% | +112.7% |
| 10Y | +215.1% | -0.7% | +215.8% | +160.0% |
| All | +1,783.7% | +1,485.7% | +298.1% | +1,167.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling