+292.0%
VSAT vs VO
+65.0%
+227.1%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | +2.7% | +13.6% | +9.8% |
| 7D | +0.4% | -0.1% | +0.5% | +1.4% |
| 30D | +3.3% | +0.5% | +2.8% | +3.0% |
| 3M | -7.5% | -1.0% | -6.5% | -4.0% |
| 6M | +6.2% | +6.4% | -0.2% | -5.9% |
| YTD | +115.8% | +13.6% | +102.2% | +69.6% |
| 1Y | +107.7% | +14.5% | +93.2% | +62.2% |
| 3Y | +292.0% | +67.2% | +224.8% | +18.7% |
| All | +292.0% | +65.0% | +227.1% | +18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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