+54.7%
VSAT vs RBA
+44.6%
+10.1%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.0% | +5.2% | +4.0% |
| 7D | +17.3% | -1.1% | +18.4% | +17.7% |
| 30D | -3.3% | -13.2% | +9.9% | +1.8% |
| 3M | +18.7% | -21.4% | +40.1% | +28.6% |
| 6M | +77.6% | -20.9% | +98.4% | +92.0% |
| YTD | +125.6% | -19.9% | +145.5% | +140.8% |
| 1Y | +158.3% | -28.7% | +187.0% | +189.0% |
| 3Y | +226.1% | +27.4% | +198.7% | +198.3% |
| 5Y | +54.7% | +41.7% | +12.9% | +52.8% |
| All | +54.7% | +44.6% | +10.1% | +52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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