+270.1%
SIMO vs VSAT
+51.9%
+218.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +5.0% | +3.7% | +8.0% |
| 7D | +4.2% | +11.8% | -7.6% | +2.7% |
| 30D | +4.1% | -7.0% | +11.1% | +5.0% |
| 3M | -12.9% | +3.3% | -16.2% | -13.5% |
| 6M | +110.3% | +57.4% | +52.9% | +99.1% |
| YTD | +178.6% | +118.6% | +60.0% | +153.7% |
| 1Y | +220.0% | +150.2% | +69.8% | +187.0% |
| 3Y | +409.0% | +160.7% | +248.3% | +325.9% |
| All | +270.1% | +51.9% | +218.2% | +214.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling