+192.5%
SHEL vs VSAT
+50.0%
+142.6%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.5% | -2.1% | +0.2% |
| 7D | +3.9% | +3.4% | +0.5% | +3.7% |
| 30D | +7.0% | -12.2% | +19.2% | +7.7% |
| 3M | +12.5% | +20.6% | -8.1% | +10.4% |
| 6M | +14.8% | +60.2% | -45.4% | +9.8% |
| YTD | +34.2% | +115.3% | -81.1% | +25.3% |
| 1Y | +37.0% | +154.6% | -117.6% | +25.8% |
| 3Y | +70.9% | +211.2% | -140.3% | +47.5% |
| 5Y | +192.5% | +52.7% | +139.9% | +169.1% |
| All | +192.5% | +50.0% | +142.6% | +169.1% |
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