+41.2%
KEY vs VSAT
+51.9%
-10.7%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.0% | -4.7% | -0.3% |
| 7D | +2.2% | +11.8% | -9.6% | +0.9% |
| 30D | -3.0% | -7.0% | +4.0% | -2.3% |
| 3M | +3.3% | +3.3% | +0.1% | +1.7% |
| 6M | +9.2% | +57.4% | -48.2% | +1.2% |
| YTD | +10.6% | +118.6% | -107.9% | -2.4% |
| 1Y | +20.4% | +150.2% | -129.8% | +3.4% |
| 3Y | +121.8% | +160.7% | -38.9% | +76.0% |
| All | +41.2% | +51.9% | -10.7% | +10.7% |
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 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