+356.7%
EAT vs VSAT
+33.0%
+323.6%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +16.3% | -17.8% | -3.5% |
| 7D | -3.9% | +0.4% | -4.3% | -4.4% |
| 30D | +5.0% | +3.3% | +1.7% | +3.9% |
| 3M | -9.6% | -7.5% | -2.1% | -9.5% |
| 6M | +46.8% | +6.2% | +40.5% | +41.9% |
| YTD | +41.8% | +115.8% | -74.0% | +23.2% |
| 1Y | +98.3% | +107.7% | -9.4% | +72.1% |
| 3Y | +503.1% | +292.0% | +211.0% | +332.4% |
| 5Y | +356.7% | +35.3% | +321.4% | +306.7% |
| All | +356.7% | +33.0% | +323.6% | +306.7% |
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 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