+136.8%
VSAT vs BUD
+214.6%
-77.9%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.5% | +9.2% | +8.3% |
| 7D | -17.0% | +4.5% | -21.4% | -19.0% |
| 30D | -9.8% | +12.5% | -22.3% | -15.6% |
| 3M | -22.0% | 0.0% | -22.0% | -23.1% |
| 6M | -5.0% | +3.8% | -8.8% | -8.6% |
| YTD | +85.6% | +33.1% | +52.5% | +58.6% |
| 1Y | +80.2% | +35.5% | +44.7% | +52.3% |
| 3Y | +250.0% | +49.4% | +200.6% | +177.2% |
| 5Y | -4.6% | +48.0% | -52.6% | -25.9% |
| 10Y | -7.2% | -8.6% | +1.3% | -18.7% |
| All | +136.8% | +214.6% | -77.9% | +18.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling