+198.2%
ESI vs VSAT
+1.9%
+196.3%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.9% | +4.2% | +0.4% |
| 7D | +5.5% | +5.9% | -0.4% | +4.0% |
| 30D | -7.8% | +9.7% | -17.5% | -9.9% |
| 3M | -15.0% | -18.3% | +3.3% | -11.9% |
| 6M | -24.9% | -4.1% | -20.8% | -26.3% |
| YTD | +33.2% | +96.5% | -63.3% | +9.9% |
| 1Y | +24.9% | +89.3% | -64.3% | +3.4% |
| 3Y | +77.8% | +270.1% | -192.3% | +6.4% |
| 5Y | +37.1% | +26.4% | +10.8% | +2.7% |
| 10Y | +320.5% | -16.5% | +337.1% | +230.2% |
| All | +198.2% | +1.9% | +196.3% | +103.0% |
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