+98.0%
NI vs VSAT
+50.0%
+48.0%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.5% | -3.1% | -0.7% |
| 7D | -0.6% | +3.4% | -4.0% | -0.7% |
| 30D | -1.4% | -12.2% | +10.8% | -0.9% |
| 3M | -10.6% | +20.6% | -31.2% | -11.7% |
| 6M | -9.9% | +60.2% | -70.1% | -12.4% |
| YTD | +1.2% | +115.3% | -114.1% | -3.1% |
| 1Y | +4.4% | +154.6% | -150.1% | -1.0% |
| 3Y | +68.6% | +211.2% | -142.6% | +54.2% |
| 5Y | +98.0% | +52.7% | +45.3% | +84.3% |
| All | +98.0% | +50.0% | +48.0% | +84.3% |
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