+96.7%
DGX vs VSAT
+207.8%
-111.1%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.7% |
| 7D | -0.9% | -1.3% | +0.4% | -0.9% |
| 30D | -1.2% | -14.8% | +13.7% | -1.0% |
| 3M | +15.8% | +2.2% | +13.6% | +15.6% |
| 6M | +18.2% | +60.2% | -42.0% | +17.1% |
| YTD | +37.2% | +115.6% | -78.4% | +35.2% |
| 1Y | +30.4% | +132.9% | -102.5% | +28.2% |
| 3Y | +96.7% | +216.1% | -119.4% | +89.5% |
| All | +96.7% | +207.8% | -111.1% | +89.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling