+49.1%
VSAT vs PSLV
+154.2%
-105.1%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | -1.3% | -3.5% | +2.1% | -0.1% |
| 30D | -14.8% | -2.1% | -12.7% | -14.2% |
| 3M | +2.2% | -1.6% | +3.8% | +2.1% |
| 6M | +60.2% | -25.5% | +85.7% | +77.5% |
| YTD | +115.6% | -11.4% | +127.1% | +104.2% |
| 1Y | +132.9% | +48.6% | +84.3% | +64.7% |
| 3Y | +216.1% | +166.9% | +49.2% | +60.9% |
| All | +49.1% | +154.2% | -105.1% | -28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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