+330.8%
JCI vs VSAT
+3.1%
+327.7%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.5% | -4.0% | -1.8% |
| 7D | +0.4% | +3.4% | -3.0% | -0.1% |
| 30D | -7.7% | -12.2% | +4.5% | -6.3% |
| 3M | +2.8% | +20.6% | -17.9% | -1.0% |
| 6M | +7.2% | +60.2% | -52.9% | -1.4% |
| YTD | +20.0% | +115.3% | -95.3% | +4.8% |
| 1Y | +33.3% | +154.6% | -121.3% | +12.6% |
| 3Y | +161.3% | +211.2% | -49.8% | +93.6% |
| 5Y | +108.8% | +52.7% | +56.1% | +65.9% |
| All | +330.8% | +3.1% | +327.7% | +237.1% |
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