+216.1%
VSAT vs BOXX
+14.7%
+201.4%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.1% | +0.4% |
| 7D | -1.3% | +0.1% | -1.4% | -1.1% |
| 30D | -14.8% | +0.3% | -15.1% | -13.6% |
| 3M | +2.2% | +1.0% | +1.2% | +5.6% |
| 6M | +60.2% | +1.9% | +58.3% | +61.7% |
| YTD | +115.6% | +2.7% | +113.0% | +115.4% |
| 1Y | +132.9% | +4.0% | +128.8% | +136.6% |
| 3Y | +216.1% | +14.7% | +201.4% | +65.8% |
| All | +216.1% | +14.7% | +201.4% | +65.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BOXX.
Daily Out/Under-Performance
Portfolio return minus BOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BOXX 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 3y: compounded portfolio wealth divided by compounded BOXX 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…
3y analysis · Full analysis span regression · 6 months rolling