+30.5%
XEL vs VSAT
+50.0%
-19.4%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.5% | -3.5% | -1.1% |
| 7D | -1.2% | +3.4% | -4.6% | -1.3% |
| 30D | -2.9% | -12.2% | +9.3% | -2.6% |
| 3M | -2.7% | +20.6% | -23.3% | -3.5% |
| 6M | -6.5% | +60.2% | -66.7% | -8.1% |
| YTD | +3.6% | +115.3% | -111.6% | +1.0% |
| 1Y | +7.5% | +154.6% | -147.1% | +4.1% |
| 3Y | +46.3% | +211.2% | -164.8% | +38.6% |
| 5Y | +30.5% | +52.7% | -22.1% | +25.6% |
| All | +30.5% | +50.0% | -19.4% | +25.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling