+79.8%
VSAT vs SM
+70.4%
+9.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.2% | -15.3% | +4.1% | -11.2% |
| 7D | -14.7% | -21.5% | +6.8% | -15.0% |
| 30D | -4.3% | -11.4% | +7.1% | -3.8% |
| 3M | -22.5% | +0.6% | -23.1% | -21.6% |
| 6M | +4.7% | +0.2% | +4.4% | +6.9% |
| YTD | +93.8% | +69.7% | +24.2% | +70.9% |
| 1Y | +79.8% | +71.6% | +8.3% | +55.9% |
| All | +79.8% | +70.4% | +9.5% | +55.9% |
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