+175.0%
XHB vs VSAT
+179.9%
-4.9%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.2% | +3.4% | -0.5% |
| 7D | -2.4% | +20.0% | -22.4% | -7.0% |
| 30D | +7.1% | +6.5% | +0.6% | +3.8% |
| 3M | -6.0% | -18.3% | +12.4% | -3.3% |
| 6M | +2.1% | +0.4% | +1.7% | -3.6% |
| YTD | -0.6% | +106.7% | -107.3% | -24.8% |
| 1Y | -3.3% | +89.9% | -93.2% | -25.9% |
| 3Y | +34.1% | +276.3% | -242.2% | -33.3% |
| 5Y | +28.6% | +32.9% | -4.3% | -19.0% |
| 10Y | +235.0% | -12.2% | +247.2% | +118.5% |
| All | +175.0% | +179.9% | -4.9% | -20.7% |
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