+225.9%
VIK vs VSAT
+359.1%
-133.2%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -6.9% | +3.5% | -2.6% |
| 7D | -0.8% | +3.5% | -4.3% | -1.2% |
| 30D | -18.0% | -14.7% | -3.3% | -16.6% |
| 3M | -5.8% | +13.2% | -19.0% | -8.3% |
| 6M | +17.2% | +57.4% | -40.2% | +9.3% |
| YTD | +19.1% | +110.0% | -90.9% | +6.9% |
| 1Y | +33.6% | +134.4% | -100.8% | +17.5% |
| All | +225.9% | +359.1% | -133.2% | +149.2% |
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 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