+154.6%
VSAT vs AEE
+9.0%
+145.5%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.2% | +3.7% | +2.6% |
| 7D | +3.4% | -0.7% | +4.1% | +3.5% |
| 30D | -12.2% | -2.0% | -10.3% | -12.1% |
| 3M | +20.6% | -2.8% | +23.4% | +15.9% |
| 6M | +60.2% | -3.6% | +63.8% | +55.1% |
| YTD | +115.3% | +7.3% | +108.0% | +96.1% |
| 1Y | +154.6% | +8.7% | +145.9% | +134.5% |
| All | +154.6% | +9.0% | +145.5% | +134.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 1y: compounded portfolio wealth divided by compounded AEE 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…
1y analysis · Full analysis span regression · 6 months rolling