+13.8%
ORCL vs VSAT
+252.2%
-238.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.9% | +3.6% | -0.8% |
| 7D | +8.0% | +5.9% | +2.1% | +7.1% |
| 30D | -4.0% | +9.7% | -13.7% | -5.1% |
| 3M | -19.5% | -18.3% | -1.2% | -17.9% |
| 6M | -33.5% | -4.1% | -29.4% | -34.0% |
| YTD | -34.8% | +96.5% | -131.3% | -40.4% |
| 1Y | -41.6% | +89.3% | -130.9% | -46.5% |
| 3Y | +13.8% | +270.1% | -256.3% | -13.2% |
| All | +13.8% | +252.2% | -238.4% | -13.2% |
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 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