+87.6%
SMH vs VSAT
+155.6%
-68.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.4% |
| 7D | +0.3% | -1.3% | +1.6% | +0.5% |
| 30D | -2.8% | -14.8% | +12.0% | +0.9% |
| 3M | -6.7% | +2.2% | -8.9% | -8.3% |
| 6M | +41.8% | +60.2% | -18.4% | +23.0% |
| YTD | +57.9% | +115.6% | -57.8% | +25.9% |
| 1Y | +87.6% | +132.9% | -45.2% | +48.1% |
| All | +87.6% | +155.6% | -68.0% | +48.1% |
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