+90.9%
LYV vs VSAT
+51.7%
+39.3%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.1% | 0.0% |
| 7D | -1.9% | -1.3% | -0.6% | -1.8% |
| 30D | -8.2% | -14.8% | +6.6% | -6.9% |
| 3M | -1.3% | +2.2% | -3.5% | -2.3% |
| 6M | +2.6% | +60.2% | -57.6% | -3.9% |
| YTD | +19.4% | +115.6% | -96.2% | +7.9% |
| 1Y | -2.2% | +132.9% | -135.1% | -13.1% |
| 3Y | +106.0% | +216.1% | -110.0% | +65.0% |
| All | +90.9% | +51.7% | +39.3% | +74.1% |
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