+176.4%
VRTX vs VSAT
+53.4%
+122.9%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.2% | -6.4% | -3.3% |
| 7D | -3.4% | +17.3% | -20.7% | -4.2% |
| 30D | +6.6% | -3.3% | +9.9% | +6.7% |
| 3M | +19.4% | +18.7% | +0.7% | +17.8% |
| 6M | +15.8% | +77.6% | -61.7% | +11.8% |
| YTD | +16.7% | +125.6% | -109.0% | +11.0% |
| 1Y | +33.8% | +158.3% | -124.5% | +26.1% |
| 3Y | +54.2% | +226.1% | -172.0% | +39.4% |
| 5Y | +176.4% | +54.7% | +121.7% | +153.3% |
| All | +176.4% | +53.4% | +122.9% | +153.3% |
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