+1,871.3%
SYY vs VSAT
+1,485.7%
+385.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +5.0% | -6.3% | -1.7% |
| 7D | -2.3% | +11.8% | -14.1% | -3.3% |
| 30D | -4.9% | -7.0% | +2.1% | -4.5% |
| 3M | +8.4% | +3.3% | +5.1% | +7.0% |
| 6M | -7.4% | +57.4% | -64.8% | -12.5% |
| YTD | +11.0% | +118.6% | -107.6% | +1.4% |
| 1Y | -0.2% | +150.2% | -150.5% | -10.7% |
| 3Y | +23.8% | +160.7% | -136.9% | +3.3% |
| 5Y | +18.1% | +51.2% | -33.0% | +0.5% |
| 10Y | +94.6% | -0.7% | +95.3% | +66.9% |
| All | +1,871.3% | +1,485.7% | +385.6% | +1,341.7% |
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