+48.8%
VSAT vs ARWR
+28.5%
+20.3%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.2% | +5.2% | +5.1% |
| 7D | +11.8% | +1.7% | +10.1% | +11.3% |
| 30D | -7.0% | -0.7% | -6.4% | -6.8% |
| 3M | +3.3% | +14.9% | -11.6% | -1.3% |
| 6M | +57.4% | +32.6% | +24.8% | +43.8% |
| YTD | +118.6% | +30.0% | +88.5% | +100.8% |
| 1Y | +150.2% | +208.4% | -58.1% | +77.4% |
| 3Y | +160.7% | +208.8% | -48.1% | +65.9% |
| All | +48.8% | +28.5% | +20.3% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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