+5,903.8%
SHW vs VSAT
+1,481.5%
+4,422.3%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | +0.1% |
| 7D | -2.1% | +12.5% | -14.6% | -3.4% |
| 30D | +11.1% | +11.0% | +0.1% | +9.3% |
| 3M | -2.2% | -11.1% | +9.0% | -1.8% |
| 6M | +14.3% | +2.8% | +11.5% | +11.7% |
| YTD | +10.6% | +118.0% | -107.4% | -1.2% |
| 1Y | +4.1% | +97.1% | -93.0% | -6.3% |
| 3Y | +42.9% | +296.8% | -254.0% | +10.3% |
| 5Y | +14.2% | +38.7% | -24.5% | -4.8% |
| 10Y | +346.7% | -7.4% | +354.2% | +272.8% |
| All | +5,903.8% | +1,481.5% | +4,422.3% | +3,722.3% |
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