+1,461.7%
EXC vs VSAT
+1,246.3%
+215.4%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +7.7% | -9.7% | -2.4% |
| 7D | -1.2% | -17.0% | +15.8% | -0.1% |
| 30D | +10.0% | -9.8% | +19.7% | +10.3% |
| 3M | +1.6% | -22.0% | +23.6% | +2.7% |
| 6M | +3.3% | -5.0% | +8.2% | +2.2% |
| YTD | +7.6% | +85.6% | -78.0% | +0.9% |
| 1Y | +3.5% | +80.2% | -76.7% | -3.0% |
| 3Y | +27.7% | +250.0% | -222.4% | +7.8% |
| 5Y | +41.1% | -4.6% | +45.7% | +28.4% |
| 10Y | +178.2% | -7.2% | +185.4% | +145.6% |
| All | +1,461.7% | +1,246.3% | +215.4% | +1,126.0% |
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