+88.9%
SMR vs VSAT
+219.7%
-130.8%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +3.2% | +12.0% | +14.3% |
| 7D | +21.4% | +17.3% | +4.1% | +15.6% |
| 30D | +13.8% | -3.3% | +17.1% | +14.8% |
| 3M | +3.9% | +18.7% | -14.8% | -3.3% |
| 6M | -4.2% | +77.6% | -81.8% | -21.8% |
| YTD | -21.1% | +125.6% | -146.7% | -39.6% |
| 1Y | -67.1% | +158.3% | -225.4% | -75.4% |
| 3Y | +88.9% | +226.1% | -137.3% | +14.9% |
| All | +88.9% | +219.7% | -130.8% | +14.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling