+1,718.5%
NI vs VSAT
+1,536.8%
+181.7%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.2% | -2.0% | +1.0% |
| 7D | +2.3% | +17.3% | -15.0% | +1.0% |
| 30D | -1.7% | -3.3% | +1.6% | -1.5% |
| 3M | -8.0% | +18.7% | -26.7% | -10.1% |
| 6M | -8.6% | +77.6% | -86.2% | -14.1% |
| YTD | +2.3% | +125.6% | -123.3% | -6.1% |
| 1Y | +6.9% | +158.3% | -151.4% | -3.7% |
| 3Y | +70.6% | +226.1% | -155.6% | +41.2% |
| 5Y | +96.4% | +54.7% | +41.7% | +68.7% |
| 10Y | +136.1% | +3.5% | +132.6% | +103.2% |
| All | +1,718.5% | +1,536.8% | +181.7% | +1,225.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling