-48.1%
DOCS vs VSAT
+72.7%
-120.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +7.7% | -9.7% | -1.5% |
| 7D | -0.8% | -17.0% | +16.2% | -2.0% |
| 30D | +17.4% | -9.8% | +27.2% | +16.7% |
| 3M | +57.4% | -22.0% | +79.4% | +55.2% |
| 6M | +26.5% | -5.0% | +31.5% | +25.6% |
| YTD | -26.6% | +85.6% | -112.2% | -28.2% |
| 1Y | -48.1% | +80.2% | -128.2% | -49.4% |
| All | -48.1% | +72.7% | -120.7% | -49.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling