+25.3%
VSAT vs TAP
+0.6%
+24.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +3.2% | -8.2% | -5.6% |
| 7D | +5.9% | +1.3% | +4.6% | +5.5% |
| 30D | +9.7% | +5.7% | +4.0% | +7.3% |
| 3M | -18.3% | -1.9% | -16.4% | -18.6% |
| 6M | -4.1% | +0.9% | -5.0% | -6.5% |
| YTD | +96.5% | -9.5% | +106.0% | +98.0% |
| 1Y | +89.3% | -9.0% | +98.2% | +89.9% |
| 3Y | +270.1% | -22.2% | +292.3% | +292.5% |
| All | +25.3% | +0.6% | +24.6% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 5y: compounded portfolio wealth divided by compounded TAP 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…
5y analysis · Full analysis span regression · 6 months rolling