+1,525.1%
JBL vs VSAT
+3.3%
+1,521.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.2% | +4.9% | +5.0% |
| 7D | +2.4% | -1.3% | +3.8% | +2.6% |
| 30D | -13.1% | -14.8% | +1.7% | -10.2% |
| 3M | -15.6% | +2.2% | -17.8% | -17.0% |
| 6M | +24.6% | +60.2% | -35.6% | +10.2% |
| YTD | +39.6% | +115.6% | -76.0% | +14.9% |
| 1Y | +48.6% | +132.9% | -84.3% | +19.0% |
| 3Y | +197.3% | +216.1% | -18.8% | +90.0% |
| 5Y | +413.0% | +52.9% | +360.1% | +267.3% |
| All | +1,525.1% | +3.3% | +1,521.7% | +1,103.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling