+1,274.1%
EMR vs VSAT
+1,485.7%
-211.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.0% | -3.3% | +1.0% |
| 7D | -1.5% | +11.8% | -13.3% | -3.1% |
| 30D | -5.6% | -7.0% | +1.4% | -4.8% |
| 3M | +7.9% | +3.3% | +4.7% | +6.0% |
| 6M | +6.0% | +57.4% | -51.4% | -3.0% |
| YTD | +16.4% | +118.6% | -102.1% | +0.9% |
| 1Y | +16.6% | +150.2% | -133.6% | -1.8% |
| 3Y | +62.9% | +160.7% | -97.9% | +22.2% |
| 5Y | +60.1% | +51.2% | +8.9% | +23.9% |
| 10Y | +268.7% | -0.7% | +269.4% | +192.5% |
| All | +1,274.1% | +1,485.7% | -211.5% | +695.0% |
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