+192.7%
VLO vs VSAT
+219.7%
-27.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.2% | 0.0% | +3.1% |
| 7D | +5.8% | +17.3% | -11.5% | +5.1% |
| 30D | +28.3% | -3.3% | +31.6% | +28.4% |
| 3M | +48.7% | +18.7% | +30.0% | +47.0% |
| 6M | +71.9% | +77.6% | -5.6% | +65.7% |
| YTD | +138.7% | +125.6% | +13.0% | +126.3% |
| 1Y | +148.5% | +158.3% | -9.9% | +133.4% |
| 3Y | +192.7% | +226.1% | -33.5% | +159.2% |
| All | +192.7% | +219.7% | -27.0% | +159.2% |
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