+43.3%
DIS vs VSAT
+225.8%
-182.5%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +7.7% | -8.1% | -0.8% |
| 7D | +5.2% | -17.0% | +22.2% | +6.0% |
| 30D | +11.5% | -9.8% | +21.2% | +11.7% |
| 3M | +11.5% | -22.0% | +33.5% | +12.5% |
| 6M | +8.9% | -5.0% | +13.8% | +7.7% |
| YTD | +3.4% | +85.6% | -82.2% | -2.4% |
| 1Y | +7.2% | +80.2% | -73.0% | +1.2% |
| 3Y | +43.3% | +250.0% | -206.7% | +23.3% |
| All | +43.3% | +225.8% | -182.5% | +23.3% |
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 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