+17.0%
KDP vs VSAT
-0.1%
+17.1%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +7.7% | -8.4% | -0.8% |
| 7D | +2.2% | -17.0% | +19.2% | +2.3% |
| 30D | +19.9% | -9.8% | +29.7% | +20.0% |
| 3M | +21.5% | -22.0% | +43.5% | +21.7% |
| 6M | +30.1% | -5.0% | +35.1% | +29.7% |
| YTD | +34.9% | +85.6% | -50.6% | +32.7% |
| 1Y | +43.4% | +80.2% | -36.8% | +41.0% |
| 3Y | +29.1% | +250.0% | -220.9% | +23.2% |
| All | +17.0% | -0.1% | +17.1% | +18.9% |
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