+43.8%
EXC vs VSAT
-0.1%
+43.9%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +7.7% | -9.7% | -2.1% |
| 7D | -1.2% | -17.0% | +15.8% | -0.8% |
| 30D | +10.0% | -9.8% | +19.7% | +10.1% |
| 3M | +1.6% | -22.0% | +23.6% | +2.0% |
| 6M | +3.3% | -5.0% | +8.2% | +2.8% |
| YTD | +7.6% | +85.6% | -78.0% | +4.8% |
| 1Y | +3.5% | +80.2% | -76.7% | +0.8% |
| 3Y | +27.7% | +250.0% | -222.4% | +18.4% |
| All | +43.8% | -0.1% | +43.9% | +44.2% |
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