+39.8%
SONY vs VSAT
+207.3%
-167.5%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.5% | -2.2% | +0.2% |
| 7D | -5.8% | +3.4% | -9.2% | -5.9% |
| 30D | -0.4% | -12.2% | +11.9% | +0.1% |
| 3M | +13.3% | +20.6% | -7.3% | +11.7% |
| 6M | +8.5% | +60.2% | -51.7% | +5.2% |
| YTD | -8.1% | +115.3% | -123.4% | -12.1% |
| 1Y | -17.9% | +154.6% | -172.5% | -22.1% |
| All | +39.8% | +207.3% | -167.5% | +32.1% |
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 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