+82.3%
PL vs VSAT
+51.9%
+30.4%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +5.0% | -6.3% | -3.1% |
| 7D | -9.3% | +11.8% | -21.1% | -13.0% |
| 30D | -18.9% | -7.0% | -11.9% | -17.1% |
| 3M | -58.4% | +3.3% | -61.7% | -58.9% |
| 6M | -30.3% | +57.4% | -87.7% | -40.1% |
| YTD | -8.1% | +118.6% | -126.7% | -29.4% |
| 1Y | +180.5% | +150.2% | +30.3% | +104.9% |
| 3Y | +444.1% | +160.7% | +283.4% | +228.1% |
| All | +82.3% | +51.9% | +30.4% | +17.5% |
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