+253.6%
PH vs VSAT
+51.9%
+201.8%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.0% | -5.2% | -0.8% |
| 7D | -3.1% | +11.8% | -14.9% | -4.3% |
| 30D | -3.2% | -7.0% | +3.8% | -2.6% |
| 3M | +10.6% | +3.3% | +7.3% | +9.0% |
| 6M | -2.1% | +57.4% | -59.6% | -9.0% |
| YTD | +10.2% | +118.6% | -108.4% | -2.2% |
| 1Y | +28.2% | +150.2% | -122.0% | +10.9% |
| 3Y | +134.9% | +160.7% | -25.8% | +87.6% |
| All | +253.6% | +51.9% | +201.8% | +164.3% |
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