+215.5%
VSAT vs BR
-5.0%
+220.6%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.1% | +2.4% | +2.5% |
| 7D | +3.4% | -6.0% | +9.4% | +5.1% |
| 30D | -12.2% | -0.9% | -11.4% | -12.3% |
| 3M | +20.6% | +16.4% | +4.2% | +14.3% |
| 6M | +60.2% | -8.2% | +68.4% | +70.3% |
| YTD | +115.3% | -23.2% | +138.5% | +159.5% |
| 1Y | +154.6% | -30.9% | +185.5% | +236.2% |
| All | +215.5% | -5.0% | +220.6% | +183.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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