+159.7%
RY vs VSAT
+252.2%
-92.5%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.9% | +4.8% | +0.1% |
| 7D | +0.6% | +5.9% | -5.3% | +0.2% |
| 30D | +5.0% | +9.7% | -4.7% | +4.2% |
| 3M | -5.3% | -18.3% | +13.0% | -4.6% |
| 6M | +13.8% | -4.1% | +17.9% | +12.9% |
| YTD | +21.0% | +96.5% | -75.6% | +14.7% |
| 1Y | +40.5% | +89.3% | -48.8% | +33.3% |
| 3Y | +159.7% | +270.1% | -110.4% | +129.8% |
| All | +159.7% | +252.2% | -92.5% | +129.8% |
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