+289.3%
VSAT vs JAAA
+18.5%
+270.8%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | 0.0% | -5.2% | -5.2% |
| 7D | +20.0% | +0.1% | +19.9% | +19.2% |
| 30D | +6.5% | +0.4% | +6.1% | +3.4% |
| 3M | -18.3% | +1.2% | -19.5% | -25.0% |
| 6M | +0.4% | +2.3% | -1.9% | -14.7% |
| YTD | +106.7% | +4.0% | +102.8% | +59.0% |
| 1Y | +89.9% | +4.8% | +85.1% | +39.5% |
| All | +289.3% | +18.5% | +270.8% | +106.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 3y: compounded portfolio wealth divided by compounded JAAA 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…
3y analysis · Full analysis span regression · 6 months rolling