+172.3%
PCAR vs VSAT
+51.9%
+120.4%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.0% | -4.9% | -0.2% |
| 7D | -0.5% | +11.8% | -12.3% | -1.3% |
| 30D | -6.2% | -7.0% | +0.8% | -5.8% |
| 3M | +5.9% | +3.3% | +2.6% | +4.9% |
| 6M | +0.4% | +57.4% | -57.0% | -3.9% |
| YTD | +14.8% | +118.6% | -103.7% | +7.1% |
| 1Y | +30.1% | +150.2% | -120.1% | +19.7% |
| 3Y | +66.7% | +160.7% | -94.1% | +47.6% |
| All | +172.3% | +51.9% | +120.4% | +148.3% |
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