-61.5%
JD vs VSAT
+51.7%
-113.1%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | 0.0% | +0.1% |
| 7D | -4.2% | -1.3% | -2.9% | -4.1% |
| 30D | -14.4% | -14.8% | +0.4% | -13.1% |
| 3M | -3.6% | +2.2% | -5.8% | -4.7% |
| 6M | -0.3% | +60.2% | -60.5% | -7.3% |
| YTD | -2.4% | +115.6% | -118.0% | -12.9% |
| 1Y | -18.5% | +132.9% | -151.4% | -28.5% |
| 3Y | -7.0% | +216.1% | -223.1% | -26.8% |
| All | -61.5% | +51.7% | -113.1% | -67.3% |
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