+448.7%
FIX vs VSAT
+225.8%
+222.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +7.7% | -2.2% | +4.0% |
| 7D | -17.5% | -17.0% | -0.5% | -14.2% |
| 30D | -41.6% | -9.8% | -31.8% | -40.2% |
| 3M | -40.6% | -22.0% | -18.6% | -37.8% |
| 6M | -49.4% | -5.0% | -44.4% | -49.1% |
| YTD | +9.2% | +85.6% | -76.4% | -0.6% |
| 1Y | +6.5% | +80.2% | -73.7% | -2.9% |
| 3Y | +448.7% | +250.0% | +198.7% | +318.9% |
| All | +448.7% | +225.8% | +222.9% | +318.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling