+47.3%
EXPE vs VSAT
+25.1%
+22.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.9% | +3.8% | -0.7% |
| 7D | -0.5% | +5.9% | -6.4% | -1.3% |
| 30D | -6.1% | +9.7% | -15.8% | -7.7% |
| 3M | -21.3% | -18.3% | -3.0% | -20.3% |
| 6M | +19.0% | -4.1% | +23.1% | +16.1% |
| YTD | -8.4% | +96.5% | -104.9% | -20.2% |
| 1Y | -2.8% | +89.3% | -92.1% | -15.1% |
| 3Y | +120.8% | +270.1% | -149.3% | +56.7% |
| All | +47.3% | +25.1% | +22.2% | +33.7% |
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