+295.5%
VSAT vs EXPD
+71.7%
+223.7%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.8% |
| 7D | -0.5% | -7.4% | +6.9% | +4.2% |
| 30D | +4.0% | -2.1% | +6.1% | +5.7% |
| 3M | -11.8% | +5.7% | -17.4% | -14.3% |
| 6M | +6.9% | +21.4% | -14.4% | -4.3% |
| YTD | +117.2% | +27.6% | +89.6% | +83.1% |
| 1Y | +102.4% | +36.1% | +66.3% | +62.1% |
| 3Y | +295.5% | +69.9% | +225.6% | +115.4% |
| All | +295.5% | +71.7% | +223.7% | +115.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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