+151.9%
SHOP vs VSAT
+280.2%
-128.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +16.3% | -14.2% | -0.2% |
| 7D | -2.7% | +0.4% | -3.0% | -3.1% |
| 30D | -11.0% | +3.3% | -14.3% | -12.1% |
| 3M | +0.3% | -7.5% | +7.8% | +0.3% |
| 6M | +37.7% | +6.2% | +31.5% | +31.3% |
| YTD | -5.5% | +115.8% | -121.4% | -22.1% |
| 1Y | -0.2% | +107.7% | -107.9% | -17.5% |
| 3Y | +151.9% | +292.0% | -140.2% | +76.2% |
| All | +151.9% | +280.2% | -128.3% | +76.2% |
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