+150.2%
VSAT vs SM
+36.8%
+113.5%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -3.1% | +8.1% | +4.9% |
| 7D | +11.8% | -0.5% | +12.3% | +11.8% |
| 30D | -7.0% | +25.6% | -32.6% | -6.7% |
| 3M | +3.3% | +8.0% | -4.8% | +4.3% |
| 6M | +57.4% | +50.8% | +6.7% | +50.0% |
| YTD | +118.6% | +97.9% | +20.7% | +92.3% |
| 1Y | +150.2% | +33.8% | +116.4% | +115.3% |
| All | +150.2% | +36.8% | +113.5% | +115.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 SM 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