+1.3%
VSAT vs IBN
+316.4%
-315.1%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.6% | +3.1% | +2.7% |
| 7D | +3.4% | -5.5% | +8.9% | +5.7% |
| 30D | -12.2% | -3.4% | -8.8% | -11.1% |
| 3M | +20.6% | +8.7% | +11.9% | +16.8% |
| 6M | +60.2% | +3.7% | +56.5% | +58.2% |
| YTD | +115.3% | -2.4% | +117.6% | +116.9% |
| 1Y | +154.6% | -8.1% | +162.6% | +161.5% |
| 3Y | +211.2% | +26.3% | +184.8% | +180.1% |
| 5Y | +52.7% | +54.9% | -2.3% | +25.6% |
| All | +1.3% | +316.4% | -315.1% | -39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling