+20.3%
EXE vs VSAT
+199.8%
-179.5%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -6.9% | +5.3% | -1.3% |
| 7D | -2.7% | +3.5% | -6.2% | -2.9% |
| 30D | -0.4% | -14.7% | +14.3% | +0.2% |
| 3M | +9.5% | +13.2% | -3.7% | +8.7% |
| 6M | -9.3% | +57.4% | -66.7% | -11.5% |
| YTD | -10.9% | +110.0% | -120.9% | -14.6% |
| 1Y | +4.3% | +134.4% | -130.1% | -1.0% |
| All | +20.3% | +199.8% | -179.5% | +7.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling