+413.8%
VSAT vs IAG
+331.8%
+82.0%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -6.7% | +7.3% | +1.4% |
| 7D | -0.5% | +16.8% | -17.4% | -2.4% |
| 30D | +4.0% | -1.5% | +5.4% | +4.0% |
| 3M | -11.8% | +0.5% | -12.2% | -12.0% |
| 6M | +6.9% | -1.0% | +7.9% | +6.5% |
| YTD | +117.2% | +12.3% | +104.9% | +112.2% |
| 1Y | +102.4% | +39.2% | +63.2% | +93.5% |
| 3Y | +295.5% | +712.3% | -416.8% | +213.6% |
| 5Y | +37.0% | +484.2% | -447.2% | +8.3% |
| 10Y | -6.0% | +382.3% | -388.3% | -28.6% |
| All | +413.8% | +331.8% | +82.0% | +239.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling