+49.1%
VSAT vs MDY
+46.3%
+2.8%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -1.2% |
| 7D | -1.3% | -1.9% | +0.5% | +1.8% |
| 30D | -14.8% | -4.6% | -10.2% | -7.5% |
| 3M | +2.2% | -1.2% | +3.4% | +5.2% |
| 6M | +60.2% | +9.2% | +51.0% | +42.9% |
| YTD | +115.6% | +13.1% | +102.6% | +84.4% |
| 1Y | +132.9% | +13.0% | +119.9% | +102.7% |
| 3Y | +216.1% | +49.2% | +166.9% | +95.0% |
| All | +49.1% | +46.3% | +2.8% | -7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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 · 6 months rolling