+247.9%
SOXX vs VSAT
+51.7%
+196.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.8% |
| 7D | +1.4% | -1.3% | +2.7% | +1.5% |
| 30D | -3.6% | -14.8% | +11.2% | -1.0% |
| 3M | -10.2% | +2.2% | -12.4% | -11.2% |
| 6M | +54.2% | +60.2% | -5.9% | +40.9% |
| YTD | +75.2% | +115.6% | -40.4% | +52.2% |
| 1Y | +107.5% | +132.9% | -25.4% | +77.3% |
| 3Y | +226.8% | +216.1% | +10.7% | +141.7% |
| All | +247.9% | +51.7% | +196.2% | +158.9% |
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 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