+228.7%
HL vs VSAT
+51.7%
+177.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.2% |
| 7D | -4.4% | -1.3% | -3.0% | -4.2% |
| 30D | +9.3% | -14.8% | +24.1% | +12.6% |
| 3M | +32.0% | +2.2% | +29.8% | +29.4% |
| 6M | -6.4% | +60.2% | -66.6% | -16.8% |
| YTD | +3.1% | +115.6% | -112.5% | -13.5% |
| 1Y | +77.6% | +132.9% | -55.3% | +45.9% |
| 3Y | +392.8% | +216.1% | +176.7% | +241.7% |
| All | +228.7% | +51.7% | +177.0% | +161.8% |
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