+23.5%
XHB vs VSAT
+199.8%
-176.2%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -6.9% | +5.4% | -0.9% |
| 7D | -1.9% | +3.5% | -5.4% | -2.2% |
| 30D | -8.3% | -14.7% | +6.4% | -7.2% |
| 3M | -7.1% | +13.2% | -20.3% | -8.9% |
| 6M | -5.3% | +57.4% | -62.6% | -10.0% |
| YTD | -3.2% | +110.0% | -113.2% | -10.7% |
| 1Y | -13.9% | +134.4% | -148.3% | -21.7% |
| All | +23.5% | +199.8% | -176.2% | +7.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling