-8.7%
KVUE vs VSAT
+207.8%
-216.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.2% | -0.1% |
| 7D | -5.1% | -1.3% | -3.8% | -5.1% |
| 30D | -6.3% | -14.8% | +8.5% | -6.3% |
| 3M | -0.5% | +2.2% | -2.7% | -0.6% |
| 6M | +3.1% | +60.2% | -57.1% | +2.6% |
| YTD | +6.7% | +115.6% | -109.0% | +5.7% |
| 1Y | -1.1% | +132.9% | -134.0% | -2.3% |
| 3Y | -8.7% | +216.1% | -224.8% | -11.5% |
| All | -8.7% | +207.8% | -216.6% | -11.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling