+114.2%
HIG vs VSAT
+51.7%
+62.6%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | -1.5% | -1.3% | -0.1% | -1.4% |
| 30D | -0.4% | -14.8% | +14.5% | +0.3% |
| 3M | +6.7% | +2.2% | +4.5% | +6.0% |
| 6M | +2.0% | +60.2% | -58.2% | -1.5% |
| YTD | +0.3% | +115.6% | -115.4% | -5.1% |
| 1Y | +4.2% | +132.9% | -128.7% | -2.3% |
| 3Y | +102.2% | +216.1% | -113.9% | +78.9% |
| All | +114.2% | +51.7% | +62.6% | +96.0% |
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