+49.4%
GSK vs VSAT
+55.7%
-6.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.2% | -5.9% | -2.8% |
| 7D | -4.2% | +17.3% | -21.5% | -4.6% |
| 30D | -7.5% | -3.3% | -4.2% | -7.5% |
| 3M | -3.3% | +18.7% | -22.0% | -4.0% |
| 6M | -9.3% | +77.6% | -86.9% | -11.1% |
| YTD | +1.6% | +125.6% | -124.0% | -1.2% |
| 1Y | +25.5% | +158.3% | -132.8% | +21.3% |
| 3Y | +49.3% | +226.1% | -176.9% | +39.5% |
| All | +49.4% | +55.7% | -6.4% | +38.7% |
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