+67.1%
V vs VSAT
+53.4%
+13.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.2% | -4.9% | -1.9% |
| 7D | -1.1% | +17.3% | -18.4% | -1.9% |
| 30D | +1.9% | -3.3% | +5.2% | +2.0% |
| 3M | +15.5% | +18.7% | -3.2% | +13.8% |
| 6M | +16.6% | +77.6% | -60.9% | +11.8% |
| YTD | +5.7% | +125.6% | -119.9% | -0.5% |
| 1Y | +8.6% | +158.3% | -149.7% | +0.9% |
| 3Y | +52.5% | +226.1% | -173.6% | +34.0% |
| 5Y | +67.1% | +54.7% | +12.5% | +40.1% |
| All | +67.1% | +53.4% | +13.7% | +40.1% |
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