+22.4%
IBB vs VSAT
+51.9%
-29.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.0% | -5.9% | -1.3% |
| 7D | +1.4% | +11.8% | -10.4% | +0.4% |
| 30D | +10.5% | -7.0% | +17.5% | +11.1% |
| 3M | +23.6% | +3.3% | +20.4% | +22.2% |
| 6M | +22.6% | +57.4% | -34.8% | +15.9% |
| YTD | +25.7% | +118.6% | -92.9% | +14.6% |
| 1Y | +51.4% | +150.2% | -98.9% | +35.4% |
| 3Y | +64.4% | +160.7% | -96.3% | +38.5% |
| All | +22.4% | +51.9% | -29.5% | +1.6% |
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