+103.6%
EXE vs VSAT
+53.4%
+50.2%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.2% | -2.9% | 0.0% |
| 7D | -1.8% | +17.3% | -19.1% | -3.0% |
| 30D | +6.4% | -3.3% | +9.7% | +6.6% |
| 3M | +9.2% | +18.7% | -9.5% | +7.0% |
| 6M | -7.0% | +77.6% | -84.5% | -12.4% |
| YTD | -9.5% | +125.6% | -135.1% | -17.2% |
| 1Y | +6.2% | +158.3% | -152.1% | -4.9% |
| 3Y | +20.7% | +226.1% | -205.4% | -0.9% |
| 5Y | +103.6% | +54.7% | +49.0% | +79.8% |
| All | +103.6% | +53.4% | +50.2% | +79.8% |
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