+824.9%
VSAT vs SNY
+241.5%
+583.4%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.3% | +2.8% | +2.6% |
| 7D | +3.4% | -3.6% | +7.1% | +4.9% |
| 30D | -12.2% | -1.9% | -10.3% | -11.6% |
| 3M | +20.6% | -2.0% | +22.6% | +20.9% |
| 6M | +60.2% | +2.5% | +57.6% | +58.2% |
| YTD | +115.3% | -7.0% | +122.2% | +120.2% |
| 1Y | +154.6% | -4.4% | +159.0% | +156.7% |
| 3Y | +211.2% | -8.4% | +219.6% | +207.5% |
| 5Y | +52.7% | +9.5% | +43.1% | +36.1% |
| 10Y | +2.9% | +64.3% | -61.4% | -24.8% |
| All | +824.9% | +241.5% | +583.4% | +321.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 all: compounded portfolio wealth divided by compounded SNY 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…
all analysis · Full analysis span regression · 6 months rolling