+185.7%
PTC vs VSAT
+1,246.3%
-1,060.6%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +7.7% | -7.5% | -1.4% |
| 7D | -0.2% | -17.0% | +16.7% | +3.4% |
| 30D | +0.8% | -9.8% | +10.5% | +1.9% |
| 3M | +32.1% | -22.0% | +54.1% | +36.8% |
| 6M | +42.6% | -5.0% | +47.6% | +35.7% |
| YTD | +12.0% | +85.6% | -73.6% | -11.2% |
| 1Y | +12.2% | +80.2% | -68.0% | -11.2% |
| 3Y | +31.2% | +250.0% | -218.8% | -27.4% |
| 5Y | +54.9% | -4.6% | +59.4% | +8.8% |
| 10Y | +343.1% | -7.2% | +350.4% | +187.3% |
| All | +185.7% | +1,246.3% | -1,060.6% | -20.5% |
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