+18.7%
VSAT vs INIO
-33.6%
+52.3%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +5.1% | -1.8% | +0.5% |
| 7D | +17.3% | +12.1% | +5.2% | +10.4% |
| 30D | -3.3% | -20.2% | +16.9% | +8.7% |
| 3M | +18.7% | -35.3% | +54.0% | +46.8% |
| All | +18.7% | -33.6% | +52.3% | +46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INIO.
Daily Out/Under-Performance
Portfolio return minus INIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INIO 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 INIO 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 · Available span rolling