+23.4%
SHW vs VSAT
+219.7%
-196.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.2% | -5.5% | -2.5% |
| 7D | -1.2% | +17.3% | -18.5% | -2.2% |
| 30D | -11.6% | -3.3% | -8.3% | -11.5% |
| 3M | +9.1% | +18.7% | -9.6% | +7.2% |
| 6M | -0.7% | +77.6% | -78.2% | -5.3% |
| YTD | +1.4% | +125.6% | -124.3% | -5.1% |
| 1Y | -12.3% | +158.3% | -170.6% | -18.9% |
| 3Y | +23.4% | +226.1% | -202.8% | +9.0% |
| All | +23.4% | +219.7% | -196.3% | +9.0% |
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