+324.2%
SMH vs VSAT
+50.0%
+274.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.5% | -5.0% | -2.8% |
| 7D | +1.4% | +3.4% | -2.0% | +0.8% |
| 30D | -2.2% | -12.2% | +10.0% | -0.4% |
| 3M | -1.9% | +20.6% | -22.5% | -5.5% |
| 6M | +41.0% | +60.2% | -19.2% | +29.5% |
| YTD | +55.6% | +115.3% | -59.7% | +36.4% |
| 1Y | +86.8% | +154.6% | -67.7% | +59.2% |
| 3Y | +277.7% | +211.2% | +66.5% | +185.7% |
| 5Y | +324.2% | +52.7% | +271.5% | +215.6% |
| All | +324.2% | +50.0% | +274.2% | +215.6% |
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