+769.0%
SHEL vs VSAT
+1,536.8%
-767.9%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.2% | -0.7% | +2.2% |
| 7D | +1.9% | +17.3% | -15.4% | +0.1% |
| 30D | +8.7% | -3.3% | +11.9% | +8.9% |
| 3M | +11.0% | +18.7% | -7.8% | +7.5% |
| 6M | +14.6% | +77.6% | -63.0% | +4.9% |
| YTD | +33.3% | +125.6% | -92.3% | +17.9% |
| 1Y | +37.9% | +158.3% | -120.4% | +18.8% |
| 3Y | +69.7% | +226.1% | -156.4% | +30.0% |
| 5Y | +190.2% | +54.7% | +135.5% | +134.1% |
| 10Y | +197.0% | +3.5% | +193.5% | +143.2% |
| All | +769.0% | +1,536.8% | -767.9% | +445.3% |
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