+102.4%
VSAT vs SM
+64.7%
+37.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.8% | +0.6% |
| 7D | -0.5% | -19.5% | +19.0% | -0.3% |
| 30D | +4.0% | -20.2% | +24.2% | +4.2% |
| 3M | -11.8% | -6.5% | -5.2% | -10.6% |
| 6M | +6.9% | +1.6% | +5.4% | +9.0% |
| YTD | +117.2% | +61.2% | +56.0% | +89.2% |
| 1Y | +102.4% | +65.4% | +37.1% | +73.1% |
| All | +102.4% | +64.7% | +37.7% | +73.1% |
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