+163.2%
OXY vs VSAT
+50.0%
+113.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.5% | -2.3% | +0.1% |
| 7D | +1.4% | +3.4% | -2.1% | +1.1% |
| 30D | +4.0% | -12.2% | +16.3% | +4.9% |
| 3M | +7.6% | +20.6% | -13.0% | +5.1% |
| 6M | +16.2% | +60.2% | -44.0% | +9.5% |
| YTD | +50.8% | +115.3% | -64.4% | +37.4% |
| 1Y | +34.7% | +154.6% | -119.9% | +19.8% |
| 3Y | -1.0% | +211.2% | -212.2% | -19.2% |
| 5Y | +163.2% | +52.7% | +110.5% | +112.5% |
| All | +163.2% | +50.0% | +113.2% | +112.5% |
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