+27.4%
M vs VSAT
+51.9%
-24.5%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.0% | -2.4% | +1.9% |
| 7D | +4.7% | +11.8% | -7.1% | +3.1% |
| 30D | -9.6% | -7.0% | -2.6% | -8.9% |
| 3M | +0.9% | +3.3% | -2.4% | -1.1% |
| 6M | +22.3% | +57.4% | -35.2% | +11.7% |
| YTD | +6.5% | +118.6% | -112.0% | -8.3% |
| 1Y | +38.8% | +150.2% | -111.5% | +15.9% |
| 3Y | +115.9% | +160.7% | -44.8% | +62.4% |
| All | +27.4% | +51.9% | -24.5% | -9.8% |
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