+16.2%
VSAT vs RACE
+647.6%
-631.4%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.9% | +6.9% | +5.8% |
| 7D | +11.8% | -2.5% | +14.3% | +13.0% |
| 30D | -7.0% | +0.8% | -7.8% | -7.5% |
| 3M | +3.3% | +17.2% | -13.9% | -3.5% |
| 6M | +57.4% | +13.6% | +43.9% | +48.4% |
| YTD | +118.6% | +12.2% | +106.4% | +105.5% |
| 1Y | +150.2% | -16.3% | +166.5% | +164.1% |
| 3Y | +160.7% | +36.4% | +124.3% | +111.2% |
| 5Y | +51.2% | +95.0% | -43.8% | +1.6% |
| 10Y | -0.7% | +813.2% | -813.9% | -60.2% |
| All | +16.2% | +647.6% | -631.4% | -55.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling