+388.3%
JBL vs VSAT
+50.0%
+338.4%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.5% | -5.3% | -3.1% |
| 7D | -1.0% | +3.4% | -4.4% | -1.6% |
| 30D | -15.1% | -12.2% | -2.8% | -13.5% |
| 3M | -14.0% | +20.6% | -34.7% | -16.9% |
| 6M | +20.6% | +60.2% | -39.6% | +11.7% |
| YTD | +32.9% | +115.3% | -82.4% | +18.0% |
| 1Y | +40.5% | +154.6% | -114.0% | +21.5% |
| 3Y | +183.7% | +211.2% | -27.4% | +121.1% |
| 5Y | +388.3% | +52.7% | +335.7% | +311.3% |
| All | +388.3% | +50.0% | +338.4% | +311.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling