+209.4%
VSAT vs SPY
+80.4%
+129.0%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.4% | +5.4% | +5.8% |
| 7D | +11.8% | +0.1% | +11.7% | +11.6% |
| 30D | -7.0% | +0.1% | -7.1% | -7.1% |
| 3M | +3.3% | +2.0% | +1.3% | +0.5% |
| 6M | +57.4% | +13.0% | +44.4% | +27.2% |
| YTD | +118.6% | +13.5% | +105.0% | +77.0% |
| 1Y | +150.2% | +20.0% | +130.3% | +87.7% |
| All | +209.4% | +80.4% | +129.0% | +16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 3y: compounded portfolio wealth divided by compounded SPY 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…
3y analysis · Full analysis span regression · 6 months rolling