+1,318.1%
RRX vs VSAT
+1,536.8%
-218.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.2% | -2.7% | -0.1% |
| 7D | +4.3% | +17.3% | -13.0% | +1.2% |
| 30D | -8.0% | -3.3% | -4.7% | -7.6% |
| 3M | -22.0% | +18.7% | -40.8% | -25.2% |
| 6M | -11.9% | +77.6% | -89.4% | -22.3% |
| YTD | +17.1% | +125.6% | -108.5% | -2.0% |
| 1Y | +14.9% | +158.3% | -143.4% | -7.1% |
| 3Y | +6.9% | +226.1% | -219.2% | -26.8% |
| 5Y | +19.6% | +54.7% | -35.1% | -11.3% |
| 10Y | +215.9% | +3.5% | +212.4% | +141.9% |
| All | +1,318.1% | +1,536.8% | -218.7% | +609.6% |
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