+48.8%
VSAT vs EXPD
+61.6%
-12.8%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.9% | +4.1% | +4.5% |
| 7D | +11.8% | -1.1% | +12.9% | +12.6% |
| 30D | -7.0% | +4.1% | -11.1% | -9.3% |
| 3M | +3.3% | +17.9% | -14.6% | -7.2% |
| 6M | +57.4% | +29.2% | +28.2% | +32.8% |
| YTD | +118.6% | +27.4% | +91.2% | +81.9% |
| 1Y | +150.2% | +56.8% | +93.4% | +77.4% |
| 3Y | +160.7% | +68.0% | +92.7% | +74.4% |
| All | +48.8% | +61.6% | -12.8% | -12.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling