+58.1%
VSAT vs IBN
+1,753.3%
-1,695.2%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.0% | -4.2% | -4.9% |
| 7D | +20.0% | +5.7% | +14.3% | +18.3% |
| 30D | +6.5% | +20.5% | -14.0% | +0.6% |
| 3M | -18.3% | +15.2% | -33.6% | -21.9% |
| 6M | +0.4% | +34.5% | -34.2% | -8.1% |
| YTD | +106.7% | +16.4% | +90.4% | +97.2% |
| 1Y | +89.9% | +13.5% | +76.3% | +82.4% |
| 3Y | +276.3% | +55.4% | +220.9% | +228.1% |
| 5Y | +32.9% | +73.1% | -40.1% | +11.8% |
| 10Y | -12.2% | +383.7% | -395.9% | -46.8% |
| All | +58.1% | +1,753.3% | -1,695.2% | -47.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling