+1,091.2%
PSX vs VSAT
+58.7%
+1,032.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -1.0% |
| 7D | -7.8% | -0.5% | -7.3% | -8.0% |
| 30D | -9.9% | +4.0% | -13.8% | -11.0% |
| 3M | +16.9% | -11.8% | +28.7% | +17.8% |
| 6M | +48.0% | +6.9% | +41.0% | +41.3% |
| YTD | +98.3% | +117.2% | -18.9% | +64.5% |
| 1Y | +86.2% | +102.4% | -16.3% | +55.5% |
| 3Y | +144.0% | +295.5% | -151.5% | +55.2% |
| 5Y | +287.7% | +37.0% | +250.7% | +196.9% |
| 10Y | +338.3% | -6.0% | +344.4% | +229.1% |
| All | +1,091.2% | +58.7% | +1,032.5% | +686.3% |
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