+1,573.8%
VSAT vs MDY
+1,885.0%
-311.2%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.1% | +4.9% | +4.9% |
| 7D | +11.8% | +0.1% | +11.7% | +11.7% |
| 30D | -7.0% | -1.5% | -5.6% | -5.2% |
| 3M | +3.3% | +0.8% | +2.5% | +3.6% |
| 6M | +57.4% | +7.4% | +50.0% | +48.2% |
| YTD | +118.6% | +15.2% | +103.4% | +91.1% |
| 1Y | +150.2% | +16.5% | +133.7% | +119.2% |
| 3Y | +160.7% | +46.8% | +113.9% | +84.7% |
| 5Y | +51.2% | +46.0% | +5.1% | +9.7% |
| 10Y | -0.7% | +172.1% | -172.7% | -63.0% |
| All | +1,573.8% | +1,885.0% | -311.2% | -8.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling