+96.2%
SMH vs VSAT
+155.3%
-59.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.0% | -2.4% | +1.4% |
| 7D | +2.5% | +11.8% | -9.3% | -0.3% |
| 30D | -0.5% | -7.0% | +6.6% | +1.1% |
| 3M | -9.6% | +3.3% | -12.9% | -11.5% |
| 6M | +42.1% | +57.4% | -15.4% | +24.4% |
| YTD | +57.4% | +118.6% | -61.1% | +26.5% |
| 1Y | +96.2% | +150.2% | -54.0% | +57.1% |
| All | +96.2% | +155.3% | -59.1% | +57.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling