+1,065.2%
NRG vs VSAT
+3.3%
+1,061.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.6% |
| 7D | -4.7% | -1.3% | -3.3% | -4.5% |
| 30D | -6.0% | -14.8% | +8.8% | -3.7% |
| 3M | -8.0% | +2.2% | -10.2% | -9.6% |
| 6M | -23.2% | +60.2% | -83.3% | -30.3% |
| YTD | -28.1% | +115.6% | -143.7% | -37.9% |
| 1Y | -27.3% | +132.9% | -160.1% | -38.3% |
| 3Y | +208.7% | +216.1% | -7.4% | +121.6% |
| 5Y | +197.7% | +52.9% | +144.7% | +132.5% |
| All | +1,065.2% | +3.3% | +1,061.9% | +761.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling