+220.4%
PR vs VSAT
+33.0%
+187.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +16.3% | -17.4% | -3.1% |
| 7D | -12.4% | +0.4% | -12.7% | -12.6% |
| 30D | -6.6% | +3.3% | -9.8% | -7.4% |
| 3M | +7.5% | -7.5% | +15.0% | +7.7% |
| 6M | +10.8% | +6.2% | +4.6% | +6.9% |
| YTD | +57.0% | +115.8% | -58.8% | +34.0% |
| 1Y | +67.9% | +107.7% | -39.7% | +43.4% |
| 3Y | +87.6% | +292.0% | -204.5% | +27.0% |
| 5Y | +220.4% | +35.3% | +185.1% | +220.2% |
| All | +220.4% | +33.0% | +187.3% | +220.2% |
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