+14.9%
VSAT vs RACE
+65.0%
-50.1%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.5% | +9.2% | +8.2% |
| 7D | -17.0% | +5.1% | -22.1% | -18.7% |
| 30D | -9.8% | +7.7% | -17.5% | -12.5% |
| 3M | -22.0% | +2.2% | -24.2% | -23.0% |
| 6M | -5.0% | +23.8% | -28.7% | -12.9% |
| YTD | +85.6% | +13.9% | +71.7% | +74.3% |
| 1Y | +80.2% | +3.8% | +76.4% | +75.4% |
| 3Y | +250.0% | +28.0% | +222.0% | +183.8% |
| All | +14.9% | +65.0% | -50.1% | -26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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