+52.7%
VSAT vs BG
+88.4%
-35.7%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.9% | +1.6% | +2.2% |
| 7D | +3.4% | +3.7% | -0.3% | +2.1% |
| 30D | -12.2% | +12.3% | -24.6% | -16.1% |
| 3M | +20.6% | -2.2% | +22.8% | +21.0% |
| 6M | +60.2% | +5.3% | +54.9% | +54.9% |
| YTD | +115.3% | +42.4% | +72.9% | +84.3% |
| 1Y | +154.6% | +55.2% | +99.4% | +108.4% |
| 3Y | +211.2% | +21.0% | +190.2% | +176.8% |
| 5Y | +52.7% | +87.1% | -34.5% | +23.0% |
| All | +52.7% | +88.4% | -35.7% | +23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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