+47.7%
HAS vs VSAT
+25.1%
+22.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.9% | +4.2% | -0.4% |
| 7D | +1.4% | +5.9% | -4.5% | +0.8% |
| 30D | +26.3% | +9.7% | +16.6% | +24.8% |
| 3M | +25.6% | -18.3% | +43.9% | +26.9% |
| 6M | +30.3% | -4.1% | +34.3% | +28.2% |
| YTD | +50.4% | +96.5% | -46.2% | +36.8% |
| 1Y | +57.7% | +89.3% | -31.6% | +43.6% |
| 3Y | +213.4% | +270.1% | -56.7% | +148.9% |
| All | +47.7% | +25.1% | +22.7% | +27.7% |
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