+32.3%
JD vs VSAT
-11.9%
+44.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.2% | +3.9% | -0.7% |
| 7D | -4.0% | +20.0% | -24.0% | -6.2% |
| 30D | +2.7% | +6.5% | -3.8% | +1.1% |
| 3M | -13.0% | -18.3% | +5.3% | -11.8% |
| 6M | -12.7% | +0.4% | -13.1% | -15.1% |
| YTD | -0.8% | +106.7% | -107.5% | -13.6% |
| 1Y | -8.9% | +89.9% | -98.8% | -20.1% |
| 3Y | +17.0% | +276.3% | -259.3% | -15.2% |
| 5Y | -63.5% | +32.9% | -96.4% | -70.0% |
| All | +32.3% | -11.9% | +44.2% | +9.7% |
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