-5.2%
SBUX vs VSAT
+45.0%
-50.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -6.9% | +5.0% | -1.5% |
| 7D | -6.3% | +3.5% | -9.7% | -6.5% |
| 30D | -3.9% | -14.7% | +10.8% | -3.1% |
| 3M | +3.3% | +13.2% | -9.9% | +1.8% |
| 6M | +1.4% | +57.4% | -55.9% | -2.4% |
| YTD | +21.0% | +110.0% | -89.0% | +14.0% |
| 1Y | +22.4% | +134.4% | -112.0% | +14.1% |
| 3Y | +13.2% | +203.5% | -190.3% | -2.1% |
| 5Y | -5.2% | +47.1% | -52.3% | -14.7% |
| All | -5.2% | +45.0% | -50.1% | -14.7% |
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 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