+2,502.1%
SOXX vs VSAT
+249.4%
+2,252.7%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.5% | -5.3% | -3.4% |
| 7D | +3.0% | +3.4% | -0.4% | +2.0% |
| 30D | -3.1% | -12.2% | +9.1% | +0.1% |
| 3M | -4.4% | +20.6% | -25.0% | -10.7% |
| 6M | +52.9% | +60.2% | -7.3% | +30.3% |
| YTD | +72.0% | +115.3% | -43.3% | +33.7% |
| 1Y | +105.1% | +154.6% | -49.5% | +50.1% |
| 3Y | +220.6% | +211.2% | +9.4% | +78.7% |
| 5Y | +244.8% | +52.7% | +192.1% | +115.1% |
| 10Y | +1,537.1% | +2.9% | +1,534.3% | +950.8% |
| All | +2,502.1% | +249.4% | +2,252.7% | +800.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling