+1,149.3%
PSX vs VSAT
+51.0%
+1,098.2%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.2% | +6.8% | +2.4% |
| 7D | +6.4% | +20.0% | -13.5% | +3.3% |
| 30D | -10.2% | +6.5% | -16.7% | -11.6% |
| 3M | +17.2% | -18.3% | +35.5% | +19.4% |
| 6M | +51.8% | +0.4% | +51.4% | +46.3% |
| YTD | +108.0% | +106.7% | +1.3% | +73.8% |
| 1Y | +96.1% | +89.9% | +6.3% | +65.4% |
| 3Y | +155.9% | +276.3% | -120.5% | +63.9% |
| 5Y | +306.9% | +32.9% | +274.0% | +211.8% |
| 10Y | +364.5% | -12.2% | +376.7% | +252.8% |
| All | +1,149.3% | +51.0% | +1,098.2% | +730.5% |
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 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