-29.9%
INTU vs VSAT
+225.8%
-255.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +7.7% | -11.5% | -3.7% |
| 7D | +0.1% | -17.0% | +17.1% | +0.1% |
| 30D | +15.4% | -9.8% | +25.2% | +15.4% |
| 3M | +6.6% | -22.0% | +28.6% | +6.7% |
| 6M | -11.3% | -5.0% | -6.3% | -11.9% |
| YTD | -47.7% | +85.6% | -133.3% | -49.3% |
| 1Y | -47.0% | +80.2% | -127.2% | -48.6% |
| 3Y | -29.9% | +250.0% | -280.0% | -35.4% |
| All | -29.9% | +225.8% | -255.7% | -35.4% |
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