+293.5%
JCI vs VSAT
-16.2%
+309.8%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.9% | +2.7% | -1.6% |
| 7D | +3.2% | +5.9% | -2.7% | +2.2% |
| 30D | -8.6% | +9.7% | -18.3% | -9.9% |
| 3M | -7.7% | -18.3% | +10.6% | -5.6% |
| 6M | -2.6% | -4.1% | +1.5% | -3.8% |
| YTD | +17.4% | +96.5% | -79.2% | +3.4% |
| 1Y | +16.9% | +89.3% | -72.3% | +3.1% |
| 3Y | +186.7% | +270.1% | -83.3% | +104.5% |
| 5Y | +95.4% | +26.4% | +69.0% | +62.9% |
| All | +293.5% | -16.2% | +309.8% | +207.4% |
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 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