+295.5%
VSAT vs BWA
+64.1%
+231.3%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.9% | +2.6% | +2.1% |
| 7D | -0.5% | -2.4% | +1.9% | +2.2% |
| 30D | +4.0% | -17.7% | +21.7% | +20.8% |
| 3M | -11.8% | -27.0% | +15.2% | +11.5% |
| 6M | +6.9% | -17.3% | +24.2% | +23.0% |
| YTD | +117.2% | +12.9% | +104.4% | +84.6% |
| 1Y | +102.4% | +12.9% | +89.5% | +72.4% |
| 3Y | +295.5% | +62.1% | +233.4% | +131.2% |
| All | +295.5% | +64.1% | +231.3% | +131.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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