+2,105.4%
FIX vs VSAT
+51.9%
+2,053.5%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +5.0% | -3.1% | +1.1% |
| 7D | +6.0% | +11.8% | -5.8% | +4.0% |
| 30D | -7.2% | -7.0% | -0.2% | -6.2% |
| 3M | -15.9% | +3.3% | -19.1% | -17.0% |
| 6M | +12.7% | +57.4% | -44.7% | +3.5% |
| YTD | +72.8% | +118.6% | -45.8% | +50.7% |
| 1Y | +122.9% | +150.2% | -27.3% | +90.1% |
| 3Y | +774.3% | +160.7% | +613.6% | +586.4% |
| All | +2,105.4% | +51.9% | +2,053.5% | +1,558.2% |
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