-41.1%
DIS vs VSAT
+51.9%
-93.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +5.0% | -6.7% | -2.2% |
| 7D | -2.6% | +11.8% | -14.4% | -3.6% |
| 30D | +3.5% | -7.0% | +10.5% | +4.0% |
| 3M | +6.8% | +3.3% | +3.5% | +5.2% |
| 6M | +3.0% | +57.4% | -54.5% | -3.7% |
| YTD | -6.7% | +118.6% | -125.3% | -16.4% |
| 1Y | -10.1% | +150.2% | -160.3% | -21.2% |
| 3Y | +33.0% | +160.7% | -127.7% | +9.6% |
| All | -41.1% | +51.9% | -93.0% | -52.5% |
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