+281.3%
P vs VSAT
+51.9%
+229.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +5.0% | -3.6% | +0.5% |
| 7D | +6.5% | +11.8% | -5.3% | +4.5% |
| 30D | +18.8% | -7.0% | +25.9% | +20.1% |
| 3M | +26.7% | +3.3% | +23.5% | +25.0% |
| 6M | +62.2% | +57.4% | +4.7% | +47.7% |
| YTD | +48.5% | +118.6% | -70.1% | +28.0% |
| 1Y | +26.4% | +150.2% | -123.8% | +6.2% |
| 3Y | +159.4% | +160.7% | -1.3% | +97.1% |
| All | +281.3% | +51.9% | +229.4% | +184.3% |
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