+193.5%
NRG vs VSAT
+51.7%
+141.8%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -4.3% |
| 3M | -8.0% | +2.2% | -10.2% | -9.1% |
| 6M | -23.2% | +60.2% | -83.3% | -28.3% |
| YTD | -28.1% | +115.6% | -143.7% | -35.1% |
| 1Y | -27.3% | +132.9% | -160.1% | -35.1% |
| 3Y | +208.7% | +216.1% | -7.4% | +148.1% |
| All | +193.5% | +51.7% | +141.8% | +150.7% |
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