+1,393.9%
EXC vs VSAT
+1,485.7%
-91.8%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.0% | -6.1% | -1.4% |
| 7D | +0.3% | +11.8% | -11.5% | -0.5% |
| 30D | -3.7% | -7.0% | +3.3% | -3.4% |
| 3M | -1.3% | +3.3% | -4.6% | -2.3% |
| 6M | -9.7% | +57.4% | -67.1% | -13.6% |
| YTD | +2.9% | +118.6% | -115.7% | -4.1% |
| 1Y | +4.4% | +150.2% | -145.8% | -4.2% |
| 3Y | +22.2% | +160.7% | -138.5% | +6.1% |
| 5Y | +46.7% | +51.2% | -4.5% | +29.4% |
| 10Y | +155.3% | -0.7% | +156.0% | +125.1% |
| All | +1,393.9% | +1,485.7% | -91.8% | +1,065.2% |
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 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