+44.4%
GSK vs VSAT
+25.1%
+19.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.9% | +5.5% | +0.6% |
| 7D | +1.1% | +5.9% | -4.8% | +1.0% |
| 30D | +6.3% | +9.7% | -3.4% | +6.0% |
| 3M | +1.8% | -18.3% | +20.1% | +2.1% |
| 6M | +1.7% | -4.1% | +5.7% | +1.2% |
| YTD | +6.5% | +96.5% | -90.0% | +3.9% |
| 1Y | +9.5% | +89.3% | -79.8% | +6.8% |
| 3Y | +65.3% | +270.1% | -204.7% | +53.8% |
| All | +44.4% | +25.1% | +19.3% | +39.7% |
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