+62.9%
EMR vs VSAT
+53.4%
+9.5%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.2% | -3.7% | -0.8% |
| 7D | +3.1% | +17.3% | -14.2% | +1.4% |
| 30D | -3.5% | -3.3% | -0.3% | -3.3% |
| 3M | +9.8% | +18.7% | -9.0% | +7.0% |
| 6M | +10.8% | +77.6% | -66.8% | +3.4% |
| YTD | +15.9% | +125.6% | -109.7% | +5.3% |
| 1Y | +16.4% | +158.3% | -141.9% | +4.1% |
| 3Y | +62.1% | +226.1% | -164.0% | +33.0% |
| 5Y | +62.9% | +54.7% | +8.3% | +31.7% |
| All | +62.9% | +53.4% | +9.5% | +31.7% |
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