+8,527.4%
PH vs VSAT
+1,485.7%
+7,041.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.0% | -5.2% | -1.0% |
| 7D | -3.1% | +11.8% | -14.9% | -4.9% |
| 30D | -3.2% | -7.0% | +3.8% | -2.3% |
| 3M | +10.6% | +3.3% | +7.3% | +8.0% |
| 6M | -2.1% | +57.4% | -59.6% | -12.4% |
| YTD | +10.2% | +118.6% | -108.4% | -7.9% |
| 1Y | +28.2% | +150.2% | -122.0% | +3.2% |
| 3Y | +134.9% | +160.7% | -25.8% | +65.2% |
| 5Y | +253.6% | +51.2% | +202.5% | +159.0% |
| 10Y | +804.7% | -0.7% | +805.4% | +588.5% |
| All | +8,527.4% | +1,485.7% | +7,041.7% | +4,287.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling