+6.8%
KDP vs VSAT
+51.9%
-45.0%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.0% | -5.9% | -0.9% |
| 7D | +1.3% | +11.8% | -10.5% | +1.1% |
| 30D | +6.0% | -7.0% | +13.0% | +6.1% |
| 3M | +9.2% | +3.3% | +5.9% | +8.9% |
| 6M | +14.7% | +57.4% | -42.7% | +13.4% |
| YTD | +19.2% | +118.6% | -99.4% | +16.9% |
| 1Y | +15.2% | +150.2% | -135.1% | +12.5% |
| 3Y | +6.0% | +160.7% | -154.7% | +2.9% |
| All | +6.8% | +51.9% | -45.0% | +5.0% |
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