+68.9%
NI vs VSAT
+199.8%
-130.8%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.9% | +6.4% | -0.4% |
| 7D | +1.3% | +3.5% | -2.2% | +1.2% |
| 30D | -0.3% | -14.7% | +14.4% | +0.1% |
| 3M | -9.5% | +13.2% | -22.6% | -9.9% |
| 6M | -10.2% | +57.4% | -67.6% | -11.6% |
| YTD | +1.8% | +110.0% | -108.2% | -0.5% |
| 1Y | +5.7% | +134.4% | -128.7% | +2.9% |
| All | +68.9% | +199.8% | -130.8% | +64.9% |
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 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