+1,500.4%
ED vs VSAT
+1,465.7%
+34.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +16.3% | -16.4% | -0.7% |
| 7D | -0.1% | +0.4% | -0.4% | -0.2% |
| 30D | +11.6% | +3.3% | +8.3% | +11.2% |
| 3M | +10.5% | -7.5% | +18.0% | +10.5% |
| 6M | +13.2% | +6.2% | +7.0% | +12.0% |
| YTD | +22.1% | +115.8% | -93.7% | +16.7% |
| 1Y | +24.2% | +107.7% | -83.5% | +18.6% |
| 3Y | +46.9% | +292.0% | -245.1% | +31.8% |
| 5Y | +80.8% | +35.3% | +45.5% | +68.0% |
| 10Y | +134.3% | -5.2% | +139.5% | +116.1% |
| All | +1,500.4% | +1,465.7% | +34.8% | +1,241.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling