+270.1%
VSAT vs BUD
+49.6%
+220.5%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.1% | -6.1% | -5.2% |
| 7D | +5.9% | +1.0% | +4.9% | +5.6% |
| 30D | +9.7% | +6.7% | +3.0% | +6.8% |
| 3M | -18.3% | +5.7% | -24.0% | -20.3% |
| 6M | -4.1% | +5.8% | -9.9% | -7.3% |
| YTD | +96.5% | +34.4% | +62.1% | +69.6% |
| 1Y | +89.3% | +33.3% | +56.0% | +63.7% |
| 3Y | +270.1% | +48.8% | +221.2% | +157.8% |
| All | +270.1% | +49.6% | +220.5% | +157.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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