+3,339.4%
SWKS vs VSAT
+1,485.7%
+1,853.7%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.0% | -1.5% | +2.1% |
| 7D | +12.5% | +11.8% | +0.7% | +9.0% |
| 30D | +10.5% | -7.0% | +17.5% | +12.5% |
| 3M | -7.4% | +3.3% | -10.7% | -10.7% |
| 6M | +32.7% | +57.4% | -24.8% | +11.2% |
| YTD | +19.2% | +118.6% | -99.4% | -11.2% |
| 1Y | +2.4% | +150.2% | -147.8% | -28.1% |
| 3Y | -25.6% | +160.7% | -186.3% | -59.4% |
| 5Y | -53.4% | +51.2% | -104.6% | -73.0% |
| 10Y | +23.2% | -0.7% | +23.8% | -24.8% |
| All | +3,339.4% | +1,485.7% | +1,853.7% | +785.7% |
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