+1,384.2%
VSAT vs DOC
+736.5%
+647.7%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.2% | +3.1% | -14.3% | -12.5% |
| 7D | -14.7% | +8.7% | -23.4% | -17.8% |
| 30D | -4.3% | +7.6% | -11.9% | -7.8% |
| 3M | -22.5% | -5.3% | -17.2% | -21.4% |
| 6M | +4.7% | +27.6% | -22.9% | -7.3% |
| YTD | +93.8% | +32.4% | +61.4% | +68.7% |
| 1Y | +79.8% | +22.9% | +57.0% | +61.6% |
| 3Y | +237.3% | +43.1% | +194.2% | +183.8% |
| 5Y | +2.7% | -21.4% | +24.0% | +10.5% |
| 10Y | -3.1% | +16.8% | -20.0% | -14.1% |
| All | +1,384.2% | +736.5% | +647.7% | +483.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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