+271.1%
VSAT vs BTG
+378.0%
-106.9%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.9% | +6.1% | +3.5% |
| 7D | +17.3% | +4.8% | +12.5% | +16.7% |
| 30D | -3.3% | +8.3% | -11.6% | -4.1% |
| 3M | +18.7% | +32.3% | -13.6% | +14.9% |
| 6M | +77.6% | +3.0% | +74.6% | +75.8% |
| YTD | +125.6% | +21.9% | +103.7% | +119.5% |
| 1Y | +158.3% | +28.2% | +130.1% | +150.0% |
| 3Y | +226.1% | +99.9% | +126.2% | +202.7% |
| 5Y | +54.7% | +73.6% | -18.9% | +44.3% |
| 10Y | +3.5% | +136.5% | -133.0% | -6.7% |
| All | +271.1% | +378.0% | -106.9% | +220.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 all: compounded portfolio wealth divided by compounded BTG 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…
all analysis · Full analysis span regression · 6 months rolling