+46.5%
NTR vs VSAT
+51.7%
-5.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +18.0% |
| 3M | +20.7% | +2.2% | +18.5% | +19.7% |
| 6M | +0.5% | +60.2% | -59.7% | -4.5% |
| YTD | +29.2% | +115.6% | -86.5% | +19.3% |
| 1Y | +39.6% | +132.9% | -93.3% | +27.2% |
| 3Y | +37.9% | +216.1% | -178.2% | +15.6% |
| All | +46.5% | +51.7% | -5.2% | +18.5% |
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 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