+80.8%
KEYS vs VSAT
+50.0%
+30.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.5% | -4.1% | -2.0% |
| 7D | +0.9% | +3.4% | -2.5% | +0.4% |
| 30D | -5.3% | -12.2% | +7.0% | -3.6% |
| 3M | +0.5% | +20.6% | -20.1% | -2.9% |
| 6M | +14.0% | +60.2% | -46.1% | +5.5% |
| YTD | +60.3% | +115.3% | -55.0% | +42.4% |
| 1Y | +91.3% | +154.6% | -63.2% | +65.9% |
| 3Y | +146.1% | +211.2% | -65.0% | +92.2% |
| 5Y | +80.8% | +52.7% | +28.1% | +35.7% |
| All | +80.8% | +50.0% | +30.8% | +35.7% |
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