-40.9%
TECH vs VSAT
+36.3%
-77.2%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.1% |
| 7D | +0.2% | -0.5% | +0.7% | 0.0% |
| 30D | +0.5% | +4.0% | -3.5% | -0.5% |
| 3M | +1.1% | -11.8% | +12.8% | +1.6% |
| 6M | +51.0% | +6.9% | +44.1% | +46.4% |
| YTD | +24.4% | +117.2% | -92.9% | +8.7% |
| 1Y | +27.4% | +102.4% | -75.0% | +12.0% |
| 3Y | +28.5% | +295.5% | -267.0% | -6.5% |
| 5Y | -40.9% | +37.0% | -77.9% | -51.9% |
| All | -40.9% | +36.3% | -77.2% | -51.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling