+262.0%
TER vs VSAT
+199.8%
+62.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +5.0% | +0.5% | +4.5% |
| 7D | +0.6% | +11.8% | -11.2% | -1.6% |
| 30D | -8.3% | -7.0% | -1.2% | -7.0% |
| 3M | -12.2% | +3.3% | -15.5% | -13.1% |
| 6M | +17.1% | +57.4% | -40.4% | +7.4% |
| YTD | +84.7% | +118.6% | -33.9% | +61.0% |
| 1Y | +199.9% | +150.2% | +49.7% | +156.3% |
| All | +262.0% | +199.8% | +62.2% | +189.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling