+649.7%
HBM vs VSAT
+258.2%
+391.5%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.9% | +6.3% | +1.5% |
| 7D | +5.5% | +3.5% | +2.0% | +4.3% |
| 30D | +3.3% | -14.7% | +18.0% | +8.2% |
| 3M | +12.7% | +13.2% | -0.5% | +5.7% |
| 6M | +28.2% | +57.4% | -29.2% | +6.9% |
| YTD | +45.3% | +110.0% | -64.7% | +9.0% |
| 1Y | +121.7% | +134.4% | -12.7% | +57.7% |
| 3Y | +523.5% | +203.5% | +320.0% | +222.5% |
| 5Y | +393.9% | +47.1% | +346.8% | +195.4% |
| 10Y | +647.9% | +0.4% | +647.5% | +378.2% |
| All | +649.7% | +258.2% | +391.5% | +158.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling