+814.8%
LUV vs VSAT
+1,536.8%
-722.0%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.2% | -5.6% | -2.9% |
| 7D | +3.1% | +17.3% | -14.2% | +0.3% |
| 30D | -17.4% | -3.3% | -14.2% | -17.2% |
| 3M | -4.9% | +18.7% | -23.6% | -9.2% |
| 6M | -5.7% | +77.6% | -83.3% | -16.8% |
| YTD | -5.2% | +125.6% | -130.8% | -20.7% |
| 1Y | +24.1% | +158.3% | -134.2% | 0.0% |
| 3Y | +39.6% | +226.1% | -186.5% | -4.5% |
| 5Y | -12.5% | +54.7% | -67.1% | -35.1% |
| 10Y | +12.9% | +3.5% | +9.4% | -13.8% |
| All | +814.8% | +1,536.8% | -722.0% | +317.9% |
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 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