+95.7%
NTR vs VSAT
-3.3%
+99.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.9% | +7.0% | +0.9% |
| 7D | +0.5% | +3.5% | -3.0% | 0.0% |
| 30D | +21.7% | -14.7% | +36.4% | +23.9% |
| 3M | +22.8% | +13.2% | +9.6% | +19.1% |
| 6M | +8.2% | +57.4% | -49.2% | -0.8% |
| YTD | +32.9% | +110.0% | -77.1% | +16.1% |
| 1Y | +45.3% | +134.4% | -89.1% | +23.3% |
| 3Y | +41.7% | +203.5% | -161.9% | +4.0% |
| 5Y | +49.8% | +47.1% | +2.7% | +19.0% |
| All | +95.7% | -3.3% | +99.0% | +59.5% |
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