+35.3%
VSAT vs BB
-18.0%
+53.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | +5.5% | +10.8% | +14.1% |
| 7D | +0.4% | +15.0% | -14.6% | -5.1% |
| 30D | +3.3% | +3.5% | -0.2% | +1.5% |
| 3M | -7.5% | +2.7% | -10.1% | -9.4% |
| 6M | +6.2% | +44.7% | -38.5% | -11.9% |
| YTD | +115.8% | +143.3% | -27.5% | +42.5% |
| 1Y | +107.7% | +102.2% | +5.5% | +47.4% |
| 3Y | +292.0% | +156.1% | +135.9% | +139.1% |
| 5Y | +35.3% | -17.6% | +52.9% | +13.0% |
| All | +35.3% | -18.0% | +53.3% | +13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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