+541.7%
IBB vs VSAT
+367.6%
+174.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.0% | -5.9% | -1.8% |
| 7D | +1.4% | +11.8% | -10.4% | -0.7% |
| 30D | +10.5% | -7.0% | +17.5% | +11.7% |
| 3M | +23.6% | +3.3% | +20.4% | +20.5% |
| 6M | +22.6% | +57.4% | -34.8% | +9.0% |
| YTD | +25.7% | +118.6% | -92.9% | +3.6% |
| 1Y | +51.4% | +150.2% | -98.9% | +19.8% |
| 3Y | +64.4% | +160.7% | -96.3% | +11.4% |
| 5Y | +22.1% | +51.2% | -29.0% | -13.7% |
| 10Y | +132.5% | -0.7% | +133.1% | +67.5% |
| All | +541.7% | +367.6% | +174.1% | +142.9% |
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