+579.4%
VLO vs VSAT
+48.6%
+530.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.0% | -5.0% | -0.3% |
| 7D | +5.2% | +11.8% | -6.6% | +4.5% |
| 30D | +22.6% | -7.0% | +29.6% | +23.0% |
| 3M | +43.8% | +3.3% | +40.5% | +42.5% |
| 6M | +65.7% | +57.4% | +8.3% | +58.6% |
| YTD | +131.1% | +118.6% | +12.5% | +115.0% |
| 1Y | +143.6% | +150.2% | -6.6% | +123.4% |
| 3Y | +201.4% | +160.7% | +40.7% | +165.8% |
| All | +579.4% | +48.6% | +530.7% | +491.0% |
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