+8.7%
PTC vs VSAT
+51.9%
-43.2%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +5.0% | -11.1% | -6.4% |
| 7D | -10.3% | +11.8% | -22.1% | -11.0% |
| 30D | +1.1% | -7.0% | +8.2% | +1.5% |
| 3M | +1.6% | +3.3% | -1.7% | +0.5% |
| 6M | -13.5% | +57.4% | -70.9% | -18.2% |
| YTD | -19.1% | +118.6% | -137.6% | -26.1% |
| 1Y | -33.9% | +150.2% | -184.1% | -40.6% |
| 3Y | -3.9% | +160.7% | -164.6% | -18.4% |
| All | +8.7% | +51.9% | -43.2% | -9.2% |
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