+149.7%
XBI vs VSAT
+3.3%
+146.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.4% |
| 7D | -4.6% | -1.3% | -3.3% | -4.5% |
| 30D | -2.0% | -14.8% | +12.8% | +0.6% |
| 3M | +17.8% | +2.2% | +15.6% | +15.6% |
| 6M | +23.7% | +60.2% | -36.5% | +10.6% |
| YTD | +28.2% | +115.6% | -87.4% | +7.3% |
| 1Y | +64.0% | +132.9% | -68.9% | +33.6% |
| 3Y | +99.4% | +216.1% | -116.7% | +34.2% |
| 5Y | +19.3% | +52.9% | -33.6% | -10.5% |
| All | +149.7% | +3.3% | +146.4% | +99.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 10y: compounded portfolio wealth divided by compounded VSAT 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…
10y analysis · Full analysis span regression · 6 months rolling