+1,051.1%
FIX vs VSAT
+31.4%
+1,019.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -5.2% | +2.3% | -1.9% |
| 7D | +16.9% | +20.0% | -3.1% | +13.0% |
| 30D | -30.6% | +6.5% | -37.1% | -31.2% |
| 3M | -35.1% | -18.3% | -16.8% | -32.7% |
| 6M | -44.0% | +0.4% | -44.4% | -44.5% |
| YTD | +21.0% | +106.7% | -85.7% | +6.9% |
| 1Y | +16.2% | +89.9% | -73.7% | +3.6% |
| 3Y | +506.9% | +276.3% | +230.5% | +350.5% |
| 5Y | +1,051.1% | +32.9% | +1,018.1% | +873.8% |
| All | +1,051.1% | +31.4% | +1,019.6% | +873.8% |
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