+23.1%
Q vs VSAT
+64.9%
-41.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +7.7% | -1.4% | +3.9% |
| 7D | +0.3% | -17.0% | +17.3% | +5.8% |
| 30D | -9.8% | -9.8% | 0.0% | -7.6% |
| 3M | -12.2% | -22.0% | +9.8% | -6.7% |
| 6M | -21.6% | -5.0% | -16.6% | -23.0% |
| YTD | +43.6% | +85.6% | -42.0% | +7.3% |
| 1Y | +25.7% | +80.2% | -54.5% | -6.0% |
| All | +23.1% | +64.9% | -41.8% | -5.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling