+1,112.1%
PSX vs VSAT
+59.7%
+1,052.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.0% | -4.9% | -0.6% |
| 7D | +4.5% | +11.8% | -7.3% | +2.7% |
| 30D | +26.6% | -7.0% | +33.7% | +27.7% |
| 3M | +39.3% | +3.3% | +36.0% | +35.8% |
| 6M | +56.8% | +57.4% | -0.6% | +40.5% |
| YTD | +101.8% | +118.6% | -16.8% | +68.8% |
| 1Y | +99.6% | +150.2% | -50.6% | +60.7% |
| 3Y | +140.3% | +160.7% | -20.4% | +69.9% |
| 5Y | +339.3% | +51.2% | +288.1% | +224.6% |
| 10Y | +369.9% | -0.7% | +370.5% | +251.2% |
| All | +1,112.1% | +59.7% | +1,052.4% | +706.7% |
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