+109.7%
HAL vs VSAT
+53.4%
+56.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.2% | -4.0% | -1.1% |
| 7D | +0.5% | +17.3% | -16.8% | -1.3% |
| 30D | +15.9% | -3.3% | +19.2% | +16.2% |
| 3M | -8.7% | +18.7% | -27.5% | -11.6% |
| 6M | +9.0% | +77.6% | -68.5% | -0.4% |
| YTD | +32.0% | +125.6% | -93.6% | +16.2% |
| 1Y | +72.5% | +158.3% | -85.8% | +47.7% |
| 3Y | -4.5% | +226.1% | -230.7% | -27.5% |
| 5Y | +109.7% | +54.7% | +55.0% | +63.4% |
| All | +109.7% | +53.4% | +56.2% | +63.4% |
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