+119.0%
SMTC vs VSAT
+45.0%
+74.0%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -6.9% | +7.7% | +2.3% |
| 7D | +22.5% | +3.5% | +19.0% | +21.6% |
| 30D | +24.9% | -14.7% | +39.6% | +29.5% |
| 3M | +4.1% | +13.2% | -9.1% | +0.9% |
| 6M | +92.6% | +57.4% | +35.2% | +75.0% |
| YTD | +122.5% | +110.0% | +12.5% | +90.3% |
| 1Y | +166.2% | +134.4% | +31.8% | +121.8% |
| 3Y | +577.2% | +203.5% | +373.6% | +383.6% |
| 5Y | +119.0% | +47.1% | +71.8% | +54.4% |
| All | +119.0% | +45.0% | +74.0% | +54.4% |
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