+1,573.8%
VSAT vs DOC
+747.5%
+826.3%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.8% | +6.8% | +5.8% |
| 7D | +11.8% | -1.5% | +13.3% | +12.5% |
| 30D | -7.0% | -4.8% | -2.3% | -5.3% |
| 3M | +3.3% | +6.9% | -3.6% | -0.3% |
| 6M | +57.4% | +20.7% | +36.7% | +44.2% |
| YTD | +118.6% | +34.1% | +84.4% | +90.4% |
| 1Y | +150.2% | +22.6% | +127.6% | +126.1% |
| 3Y | +160.7% | +20.8% | +139.9% | +136.9% |
| 5Y | +51.2% | -24.9% | +76.0% | +66.3% |
| 10Y | -0.7% | -1.8% | +1.2% | -5.7% |
| All | +1,573.8% | +747.5% | +826.3% | +558.9% |
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