-41.8%
TECH vs VSAT
+45.0%
-86.8%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.9% | +6.8% | +0.7% |
| 7D | -0.1% | +3.5% | -3.6% | -0.5% |
| 30D | +0.3% | -14.7% | +15.0% | +1.9% |
| 3M | +32.9% | +13.2% | +19.8% | +29.3% |
| 6M | +32.1% | +57.4% | -25.3% | +22.3% |
| YTD | +23.4% | +110.0% | -86.6% | +9.3% |
| 1Y | +34.1% | +134.4% | -100.3% | +16.3% |
| 3Y | +2.2% | +203.5% | -201.3% | -21.7% |
| 5Y | -41.8% | +47.1% | -88.9% | -56.3% |
| All | -41.8% | +45.0% | -86.8% | -56.3% |
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