+104.3%
PBR vs VSAT
+207.3%
-103.0%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.5% | -0.4% | +2.0% |
| 7D | +4.2% | +3.4% | +0.8% | +4.0% |
| 30D | +22.7% | -12.2% | +35.0% | +23.6% |
| 3M | +21.5% | +20.6% | +0.9% | +19.3% |
| 6M | +24.0% | +60.2% | -36.2% | +18.7% |
| YTD | +88.2% | +115.3% | -27.0% | +76.1% |
| 1Y | +74.8% | +154.6% | -79.7% | +61.0% |
| All | +104.3% | +207.3% | -103.0% | +82.4% |
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