+91.1%
EXPE vs VSAT
+53.4%
+37.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +3.2% | -11.1% | -8.2% |
| 7D | -9.8% | +17.3% | -27.1% | -11.5% |
| 30D | -11.5% | -3.3% | -8.2% | -11.4% |
| 3M | +21.7% | +18.7% | +3.0% | +17.3% |
| 6M | +10.4% | +77.6% | -67.2% | -0.2% |
| YTD | -2.5% | +125.6% | -128.2% | -15.5% |
| 1Y | +27.3% | +158.3% | -131.0% | +7.5% |
| 3Y | +153.5% | +226.1% | -72.6% | +88.4% |
| 5Y | +91.1% | +54.7% | +36.4% | +43.0% |
| All | +91.1% | +53.4% | +37.6% | +43.0% |
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