+990.6%
VSAT vs AEE
+813.9%
+176.7%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.1% | +5.0% | +5.0% |
| 7D | +11.8% | +0.3% | +11.5% | +11.6% |
| 30D | -7.0% | -2.3% | -4.8% | -6.2% |
| 3M | +3.3% | +0.2% | +3.1% | +2.1% |
| 6M | +57.4% | -4.7% | +62.2% | +59.8% |
| YTD | +118.6% | +8.1% | +110.5% | +109.6% |
| 1Y | +150.2% | +8.5% | +141.7% | +139.0% |
| 3Y | +160.7% | +48.9% | +111.8% | +111.1% |
| 5Y | +51.2% | +39.9% | +11.3% | +25.7% |
| 10Y | -0.7% | +186.5% | -187.2% | -40.3% |
| All | +990.6% | +813.9% | +176.7% | +406.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling