-25.6%
TGT vs VSAT
+50.0%
-75.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.5% | -3.7% | -1.4% |
| 7D | -5.0% | +3.4% | -8.5% | -5.4% |
| 30D | +3.0% | -12.2% | +15.3% | +4.1% |
| 3M | +22.6% | +20.6% | +2.0% | +19.0% |
| 6M | +31.2% | +60.2% | -29.0% | +22.5% |
| YTD | +63.7% | +115.3% | -51.6% | +47.1% |
| 1Y | +78.5% | +154.6% | -76.1% | +56.3% |
| 3Y | +40.5% | +211.2% | -170.6% | +11.8% |
| 5Y | -25.6% | +52.7% | -78.2% | -42.5% |
| All | -25.6% | +50.0% | -75.6% | -42.5% |
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