+178.9%
VSAT vs BUD
+201.1%
-22.2%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.2% | +4.9% | +4.9% |
| 7D | +11.8% | +0.3% | +11.5% | +11.7% |
| 30D | -7.0% | -5.7% | -1.4% | -4.7% |
| 3M | +3.3% | +3.1% | +0.2% | +0.9% |
| 6M | +57.4% | +7.9% | +49.6% | +50.6% |
| YTD | +118.6% | +27.3% | +91.2% | +93.1% |
| 1Y | +150.2% | +37.8% | +112.4% | +111.9% |
| 3Y | +160.7% | +49.8% | +110.9% | +108.9% |
| 5Y | +51.2% | +43.8% | +7.3% | +19.9% |
| 10Y | -0.7% | -22.6% | +22.0% | -4.8% |
| All | +178.9% | +201.1% | -22.2% | +43.9% |
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