+244.0%
RL vs VSAT
+51.9%
+192.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +5.0% | -3.0% | +1.4% |
| 7D | -0.8% | +11.8% | -12.6% | -2.2% |
| 30D | -7.8% | -7.0% | -0.7% | -7.0% |
| 3M | -4.0% | +3.3% | -7.3% | -5.6% |
| 6M | -1.9% | +57.4% | -59.3% | -9.6% |
| YTD | -0.2% | +118.6% | -118.7% | -12.6% |
| 1Y | +10.7% | +150.2% | -139.6% | -5.7% |
| 3Y | +210.8% | +160.7% | +50.1% | +142.9% |
| All | +244.0% | +51.9% | +192.1% | +158.9% |
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