+46.0%
FE vs VSAT
+25.1%
+20.9%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.9% | +6.0% | +1.2% |
| 7D | +1.2% | +5.9% | -4.7% | +1.1% |
| 30D | +4.5% | +9.7% | -5.2% | +4.2% |
| 3M | +1.3% | -18.3% | +19.7% | +1.7% |
| 6M | +8.7% | -4.1% | +12.7% | +8.2% |
| YTD | +9.2% | +96.5% | -87.3% | +6.0% |
| 1Y | +7.0% | +89.3% | -82.3% | +3.8% |
| 3Y | +51.4% | +270.1% | -218.7% | +39.5% |
| All | +46.0% | +25.1% | +20.9% | +43.8% |
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