+130.2%
SRE vs VSAT
-16.2%
+146.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.9% | +5.7% | +1.2% |
| 7D | +1.8% | +5.9% | -4.1% | +1.1% |
| 30D | -3.0% | +9.7% | -12.7% | -4.2% |
| 3M | -7.3% | -18.3% | +11.1% | -6.2% |
| 6M | -11.9% | -4.1% | -7.8% | -13.3% |
| YTD | -7.9% | +96.5% | -104.4% | -16.3% |
| 1Y | -11.1% | +89.3% | -100.4% | -19.3% |
| 3Y | +24.8% | +270.1% | -245.3% | -3.2% |
| 5Y | +52.4% | +26.4% | +26.0% | +33.0% |
| All | +130.2% | -16.2% | +146.4% | +77.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling