+743.1%
SW vs VSAT
+199.6%
+543.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -11.2% | +15.3% | +4.8% |
| 7D | +12.1% | -14.7% | +26.7% | +13.2% |
| 30D | +6.6% | -4.3% | +10.9% | +6.5% |
| 3M | -6.0% | -22.5% | +16.5% | -4.8% |
| 6M | +21.5% | +4.7% | +16.8% | +19.7% |
| YTD | +20.3% | +93.8% | -73.5% | +13.0% |
| 1Y | +28.1% | +79.8% | -51.7% | +20.7% |
| 3Y | +51.6% | +237.3% | -185.7% | +30.4% |
| 5Y | -0.1% | +2.7% | -2.8% | -10.6% |
| 10Y | +189.7% | -3.1% | +192.9% | +152.8% |
| All | +743.1% | +199.6% | +543.4% | +695.6% |
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