+215.5%
VSAT vs MKTX
-25.2%
+240.8%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.1% | +2.6% | +2.5% |
| 7D | +3.4% | -0.2% | +3.6% | +3.5% |
| 30D | -12.2% | +0.8% | -13.1% | -12.4% |
| 3M | +20.6% | +41.1% | -20.5% | +13.5% |
| 6M | +60.2% | -9.5% | +69.7% | +60.8% |
| YTD | +115.3% | -8.7% | +123.9% | +115.5% |
| 1Y | +154.6% | -10.0% | +164.5% | +155.1% |
| All | +215.5% | -25.2% | +240.8% | +208.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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