+926.8%
XBI vs VSAT
+184.3%
+742.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -6.9% | +5.4% | -0.1% |
| 7D | -3.6% | +3.5% | -7.1% | -4.4% |
| 30D | +0.9% | -14.7% | +15.6% | +4.2% |
| 3M | +21.4% | +13.2% | +8.3% | +15.5% |
| 6M | +25.5% | +57.4% | -31.9% | +9.1% |
| YTD | +30.8% | +110.0% | -79.1% | +4.8% |
| 1Y | +68.6% | +134.4% | -65.8% | +29.3% |
| 3Y | +103.9% | +203.5% | -99.6% | +22.7% |
| 5Y | +20.8% | +47.1% | -26.4% | -18.1% |
| 10Y | +164.0% | +0.4% | +163.6% | +84.8% |
| All | +926.8% | +184.3% | +742.5% | +334.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling