+198.3%
PTC vs VSAT
-3.0%
+201.3%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -6.9% | +3.7% | -2.5% |
| 7D | -13.6% | +3.5% | -17.1% | -14.0% |
| 30D | -14.7% | -14.7% | 0.0% | -13.2% |
| 3M | -5.9% | +13.2% | -19.1% | -9.0% |
| 6M | -21.1% | +57.4% | -78.5% | -28.1% |
| YTD | -26.0% | +110.0% | -136.0% | -35.9% |
| 1Y | -36.8% | +134.4% | -171.2% | -46.6% |
| 3Y | -10.3% | +203.5% | -213.8% | -34.3% |
| 5Y | +1.2% | +47.1% | -46.0% | -20.2% |
| 10Y | +198.3% | +0.4% | +197.9% | +136.5% |
| All | +198.3% | -3.0% | +201.3% | +136.5% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling