+79.8%
VSAT vs RJF
+7.8%
+72.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.2% | +4.3% | -15.6% | -13.1% |
| 7D | -14.7% | +7.2% | -21.8% | -17.7% |
| 30D | -4.3% | +4.9% | -9.2% | -6.7% |
| 3M | -22.5% | -5.5% | -16.9% | -19.4% |
| 6M | +4.7% | +8.0% | -3.3% | -0.5% |
| YTD | +93.8% | +6.2% | +87.6% | +78.9% |
| 1Y | +79.8% | +7.8% | +72.0% | +61.7% |
| All | +79.8% | +7.8% | +72.0% | +61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 1y: compounded portfolio wealth divided by compounded RJF 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…
1y analysis · Full analysis span regression · 6 months rolling