+17.6%
JD vs VSAT
+3.3%
+14.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.2% | -5.3% | -2.4% |
| 7D | -0.8% | +17.3% | -18.1% | -2.7% |
| 30D | -16.0% | -3.3% | -12.8% | -15.8% |
| 3M | -3.2% | +18.7% | -21.9% | -6.5% |
| 6M | +6.1% | +77.6% | -71.5% | -3.8% |
| YTD | -0.1% | +125.6% | -125.7% | -13.0% |
| 1Y | -12.7% | +158.3% | -171.0% | -26.1% |
| 3Y | -6.3% | +226.1% | -232.4% | -29.9% |
| 5Y | -61.3% | +54.7% | -116.0% | -68.9% |
| 10Y | +17.6% | +3.5% | +14.1% | -2.8% |
| All | +17.6% | +3.3% | +14.3% | -2.8% |
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 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