+58.1%
VSAT vs IAG
+785.9%
-727.8%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.8% | +5.0% | +3.7% |
| 7D | +17.3% | +4.3% | +13.1% | +16.0% |
| 30D | -3.3% | +9.8% | -13.0% | -5.7% |
| 3M | +18.7% | +28.9% | -10.2% | +10.4% |
| 6M | +77.6% | -7.6% | +85.1% | +77.6% |
| YTD | +125.6% | +22.0% | +103.7% | +108.8% |
| 1Y | +158.3% | +99.5% | +58.8% | +112.1% |
| 3Y | +226.1% | +818.3% | -592.1% | +79.8% |
| All | +58.1% | +785.9% | -727.8% | -17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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