+54.7%
VSAT vs BB
-27.1%
+81.7%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.2% | +1.0% | +2.4% |
| 7D | +17.3% | +0.5% | +16.8% | +17.0% |
| 30D | -3.3% | -12.4% | +9.1% | +1.4% |
| 3M | +18.7% | -15.3% | +34.0% | +24.4% |
| 6M | +77.6% | +128.8% | -51.2% | +22.8% |
| YTD | +125.6% | +107.7% | +18.0% | +61.9% |
| 1Y | +158.3% | +103.9% | +54.4% | +85.3% |
| 3Y | +226.1% | +72.6% | +153.5% | +131.4% |
| 5Y | +54.7% | -24.3% | +78.9% | +25.2% |
| All | +54.7% | -27.1% | +81.7% | +25.2% |
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