-51.1%
DOCS vs VSAT
-9.7%
-41.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -11.1% | +6.8% | -3.0% |
| 7D | -1.3% | -23.9% | +22.5% | +1.7% |
| 30D | +19.4% | -20.2% | +39.6% | +22.0% |
| 3M | +53.4% | -26.7% | +80.1% | +57.5% |
| 6M | +28.8% | -9.4% | +38.2% | +25.5% |
| YTD | -25.1% | +72.3% | -97.4% | -35.5% |
| 1Y | -48.1% | +56.6% | -104.7% | -54.9% |
| 3Y | +51.4% | +199.9% | -148.5% | +3.3% |
| 5Y | -51.1% | -11.4% | -39.7% | -63.1% |
| All | -51.1% | -9.7% | -41.4% | -63.1% |
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