+5,531.7%
SHW vs VSAT
+1,485.7%
+4,046.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +5.0% | -4.6% | -0.1% |
| 7D | -3.2% | +11.8% | -15.0% | -4.4% |
| 30D | -9.5% | -7.0% | -2.5% | -9.0% |
| 3M | +11.5% | +3.3% | +8.2% | +9.9% |
| 6M | -3.5% | +57.4% | -61.0% | -9.6% |
| YTD | +3.7% | +118.6% | -114.9% | -6.6% |
| 1Y | -7.9% | +150.2% | -158.1% | -18.9% |
| 3Y | +24.7% | +160.7% | -136.0% | +1.2% |
| 5Y | +13.6% | +51.2% | -37.6% | -5.9% |
| 10Y | +283.0% | -0.7% | +283.6% | +219.9% |
| All | +5,531.7% | +1,485.7% | +4,046.0% | +3,512.5% |
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