+68.4%
IBB vs VSAT
+199.8%
-131.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.0% | -5.9% | -1.2% |
| 7D | +1.4% | +11.8% | -10.4% | +0.6% |
| 30D | +10.5% | -7.0% | +17.5% | +11.0% |
| 3M | +23.6% | +3.3% | +20.4% | +22.4% |
| 6M | +22.6% | +57.4% | -34.8% | +17.3% |
| YTD | +25.7% | +118.6% | -92.9% | +16.9% |
| 1Y | +51.4% | +150.2% | -98.9% | +38.8% |
| All | +68.4% | +199.8% | -131.4% | +44.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling