+177.1%
XHB vs VSAT
+166.1%
+11.0%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.9% | +5.7% | +2.0% |
| 7D | -0.2% | +5.9% | -6.1% | -1.9% |
| 30D | +9.9% | +9.7% | +0.2% | +5.8% |
| 3M | -6.3% | -18.3% | +12.0% | -3.6% |
| 6M | +3.8% | -4.1% | +7.9% | -0.8% |
| YTD | +0.1% | +96.5% | -96.4% | -23.3% |
| 1Y | -0.8% | +89.3% | -90.1% | -24.0% |
| 3Y | +35.6% | +270.1% | -234.4% | -32.6% |
| 5Y | +29.6% | +26.4% | +3.2% | -17.5% |
| 10Y | +237.5% | -16.5% | +254.1% | +122.7% |
| All | +177.1% | +166.1% | +11.0% | -19.1% |
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