+54.3%
PTC vs VSAT
-0.1%
+54.4%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +7.7% | -7.5% | -0.2% |
| 7D | -0.2% | -17.0% | +16.7% | +0.8% |
| 30D | +0.8% | -9.8% | +10.5% | +1.1% |
| 3M | +32.1% | -22.0% | +54.1% | +33.6% |
| 6M | +42.6% | -5.0% | +47.6% | +40.5% |
| YTD | +12.0% | +85.6% | -73.6% | +2.9% |
| 1Y | +12.2% | +80.2% | -68.0% | +3.1% |
| 3Y | +31.2% | +250.0% | -218.8% | +5.4% |
| All | +54.3% | -0.1% | +54.4% | +37.2% |
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