+1,483.1%
VSAT vs HRB
+1,651.5%
-168.4%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.5% | -4.7% | -5.0% |
| 7D | +20.0% | -7.8% | +27.8% | +22.7% |
| 30D | +6.5% | +15.7% | -9.3% | +0.5% |
| 3M | -18.3% | -5.5% | -12.8% | -18.2% |
| 6M | +0.4% | +41.1% | -40.8% | -13.3% |
| YTD | +106.7% | +20.4% | +86.4% | +84.3% |
| 1Y | +89.9% | +15.2% | +74.6% | +71.4% |
| 3Y | +276.3% | +24.3% | +252.0% | +223.9% |
| 5Y | +32.9% | +144.7% | -111.8% | -13.0% |
| 10Y | -12.2% | +227.8% | -240.0% | -52.0% |
| All | +1,483.1% | +1,651.5% | -168.4% | +339.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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