+178.5%
EXE vs VSAT
+27.3%
+151.2%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.0% | -6.2% | -1.5% |
| 7D | -0.3% | +11.8% | -12.1% | -1.2% |
| 30D | +8.5% | -7.0% | +15.5% | +9.0% |
| 3M | +5.5% | +3.3% | +2.2% | +4.4% |
| 6M | -5.9% | +57.4% | -63.3% | -10.9% |
| YTD | -9.7% | +118.6% | -128.3% | -17.7% |
| 1Y | +3.6% | +150.2% | -146.7% | -7.7% |
| 3Y | +18.0% | +160.7% | -142.7% | -0.6% |
| 5Y | +109.4% | +51.2% | +58.2% | +79.9% |
| All | +178.5% | +27.3% | +151.2% | +148.2% |
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