+191.0%
JBL vs VSAT
+199.8%
-8.8%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.9% | +6.6% | +0.6% |
| 7D | +4.0% | +3.5% | +0.5% | +3.5% |
| 30D | -7.5% | -14.7% | +7.2% | -5.6% |
| 3M | -14.1% | +13.2% | -27.2% | -15.8% |
| 6M | +25.9% | +57.4% | -31.5% | +18.5% |
| YTD | +36.7% | +110.0% | -73.3% | +24.6% |
| 1Y | +49.0% | +134.4% | -85.4% | +34.0% |
| All | +191.0% | +199.8% | -8.8% | +173.8% |
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