+111.7%
NI vs VSAT
+25.1%
+86.6%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.9% | +5.5% | +0.7% |
| 7D | +4.3% | +5.9% | -1.6% | +4.0% |
| 30D | +12.4% | +9.7% | +2.7% | +11.7% |
| 3M | +10.2% | -18.3% | +28.5% | +10.7% |
| 6M | -0.8% | -4.1% | +3.2% | -1.4% |
| YTD | +13.2% | +96.5% | -83.3% | +8.7% |
| 1Y | +10.1% | +89.3% | -79.2% | +5.7% |
| 3Y | +103.1% | +270.1% | -167.0% | +82.5% |
| All | +111.7% | +25.1% | +86.6% | +105.7% |
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