+97.4%
JBL vs VSAT
+252.2%
-154.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.9% | +2.7% | -1.5% |
| 7D | +6.3% | +5.9% | +0.4% | +5.3% |
| 30D | -13.5% | +9.7% | -23.2% | -14.7% |
| 3M | -31.3% | -18.3% | -13.0% | -29.8% |
| 6M | -28.4% | -4.1% | -24.4% | -28.9% |
| YTD | +11.6% | +96.5% | -84.9% | +2.3% |
| 1Y | +26.1% | +89.3% | -63.1% | +15.8% |
| 3Y | +97.4% | +270.1% | -172.7% | +60.5% |
| All | +97.4% | +252.2% | -154.8% | +60.5% |
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 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