+1,406.5%
EMR vs VSAT
+1,476.0%
-69.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.8% | -1.3% |
| 7D | +0.7% | -0.5% | +1.2% | +0.4% |
| 30D | +3.5% | +4.0% | -0.4% | +2.3% |
| 3M | +5.9% | -11.8% | +17.7% | +6.9% |
| 6M | +19.4% | +6.9% | +12.5% | +15.4% |
| YTD | +27.7% | +117.2% | -89.6% | +9.8% |
| 1Y | +30.9% | +102.4% | -71.5% | +13.3% |
| 3Y | +104.2% | +295.5% | -191.3% | +43.4% |
| 5Y | +89.6% | +37.0% | +52.6% | +48.7% |
| 10Y | +280.0% | -6.0% | +286.1% | +201.4% |
| All | +1,406.5% | +1,476.0% | -69.5% | +765.5% |
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