+37.9%
NTR vs VSAT
+207.8%
-170.0%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.5% | -0.4% |
| 7D | -1.3% | -1.3% | +0.1% | -1.2% |
| 30D | +16.8% | -14.8% | +31.6% | +17.6% |
| 3M | +20.7% | +2.2% | +18.5% | +20.1% |
| 6M | +0.5% | +60.2% | -59.7% | -2.8% |
| YTD | +29.2% | +115.6% | -86.5% | +22.5% |
| 1Y | +39.6% | +132.9% | -93.3% | +31.2% |
| 3Y | +37.9% | +216.1% | -178.2% | +24.8% |
| All | +37.9% | +207.8% | -170.0% | +24.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling