+14.9%
VSAT vs RBA
+37.7%
-22.8%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.3% | +9.0% | +8.1% |
| 7D | -17.0% | +4.3% | -21.2% | -18.3% |
| 30D | -9.8% | +16.3% | -26.1% | -14.9% |
| 3M | -22.0% | +1.3% | -23.3% | -22.9% |
| 6M | -5.0% | -11.1% | +6.1% | -2.1% |
| YTD | +85.6% | -8.5% | +94.0% | +87.5% |
| 1Y | +80.2% | -2.1% | +82.3% | +77.7% |
| 3Y | +250.0% | +44.6% | +205.5% | +207.2% |
| All | +14.9% | +37.7% | -22.8% | +2.4% |
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