+3,306.4%
V vs VSAT
+231.7%
+3,074.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +16.3% | -16.4% | -2.6% |
| 7D | -0.8% | +0.4% | -1.1% | -1.3% |
| 30D | +9.5% | +3.3% | +6.2% | +8.0% |
| 3M | +16.7% | -7.5% | +24.2% | +16.4% |
| 6M | +32.9% | +6.2% | +26.7% | +26.9% |
| YTD | +21.1% | +115.8% | -94.7% | +0.3% |
| 1Y | +26.6% | +107.7% | -81.0% | +4.9% |
| 3Y | +78.4% | +292.0% | -213.7% | +12.4% |
| 5Y | +105.5% | +35.3% | +70.2% | +54.3% |
| 10Y | +444.2% | -5.2% | +449.4% | +304.9% |
| All | +3,306.4% | +231.7% | +3,074.7% | +1,100.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling