+8.9%
DOCS vs VSAT
+165.9%
-156.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +5.0% | -7.8% | -3.1% |
| 7D | -1.4% | +11.8% | -13.2% | -2.3% |
| 30D | +21.8% | -7.0% | +28.9% | +22.2% |
| 3M | +27.3% | +3.3% | +24.0% | +25.5% |
| 6M | -0.3% | +57.4% | -57.8% | -6.9% |
| YTD | -40.5% | +118.6% | -159.1% | -47.1% |
| 1Y | -61.5% | +150.2% | -211.8% | -66.6% |
| All | +8.9% | +165.9% | -156.9% | -17.7% |
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