+18.9%
ELV vs VSAT
+46.3%
-27.4%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.9% | +5.7% | -1.1% |
| 7D | -2.2% | +3.5% | -5.7% | -2.3% |
| 30D | -0.2% | -14.7% | +14.5% | +0.2% |
| 3M | -6.1% | +13.2% | -19.3% | -6.8% |
| 6M | +42.8% | +57.4% | -14.5% | +39.7% |
| YTD | +14.4% | +110.0% | -95.6% | +10.5% |
| 1Y | +28.6% | +134.4% | -105.8% | +23.5% |
| 3Y | -7.4% | +203.5% | -210.9% | -13.9% |
| All | +18.9% | +46.3% | -27.4% | +6.8% |
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