+564.9%
IBB vs VSAT
+361.7%
+203.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +16.3% | -13.5% | -0.2% |
| 7D | +2.7% | +0.4% | +2.4% | +2.2% |
| 30D | +6.3% | +3.3% | +3.1% | +4.9% |
| 3M | +11.1% | -7.5% | +18.5% | +11.2% |
| 6M | +29.2% | +6.2% | +23.0% | +23.3% |
| YTD | +30.2% | +115.8% | -85.6% | +6.4% |
| 1Y | +39.5% | +107.7% | -68.2% | +14.1% |
| 3Y | +92.3% | +292.0% | -199.7% | +18.9% |
| 5Y | +43.0% | +35.3% | +7.7% | +3.4% |
| 10Y | +137.1% | -5.2% | +142.3% | +70.8% |
| All | +564.9% | +361.7% | +203.2% | +149.5% |
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