+1,080.2%
KEYS vs VSAT
+43.3%
+1,037.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.2% | -1.3% | +1.3% |
| 7D | +4.4% | +17.3% | -12.9% | +1.5% |
| 30D | -2.2% | -3.3% | +1.1% | -1.8% |
| 3M | +0.5% | +18.7% | -18.2% | -3.6% |
| 6M | +22.4% | +77.6% | -55.2% | +8.4% |
| YTD | +64.1% | +125.6% | -61.5% | +38.7% |
| 1Y | +97.0% | +158.3% | -61.4% | +61.2% |
| 3Y | +152.0% | +226.1% | -74.1% | +75.8% |
| 5Y | +83.7% | +54.7% | +29.1% | +39.7% |
| 10Y | +997.9% | +3.5% | +994.3% | +775.8% |
| All | +1,080.2% | +43.3% | +1,037.0% | +774.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling