+150.2%
VSAT vs LUMN
+42.5%
+107.7%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -2.0% | +7.0% | +5.7% |
| 7D | +11.8% | +12.1% | -0.3% | +7.4% |
| 30D | -7.0% | +11.3% | -18.4% | -10.6% |
| 3M | +3.3% | -31.6% | +34.9% | +16.3% |
| 6M | +57.4% | -2.7% | +60.2% | +56.6% |
| YTD | +118.6% | -12.9% | +131.4% | +122.7% |
| 1Y | +150.2% | +36.2% | +114.0% | +128.5% |
| All | +150.2% | +42.5% | +107.7% | +128.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LUMN.
Daily Out/Under-Performance
Portfolio return minus LUMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUMN 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 1y: compounded portfolio wealth divided by compounded LUMN 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…
1y analysis · Full analysis span regression · 6 months rolling