+16.9%
XLB vs VSAT
+155.3%
-138.4%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.0% | -5.4% | -0.7% |
| 7D | -1.4% | +11.8% | -13.2% | -2.2% |
| 30D | -0.4% | -7.0% | +6.7% | +0.1% |
| 3M | +2.0% | +3.3% | -1.3% | +1.0% |
| 6M | +1.8% | +57.4% | -55.6% | -3.8% |
| YTD | +16.6% | +118.6% | -102.0% | +5.7% |
| 1Y | +16.9% | +150.2% | -133.3% | +4.5% |
| All | +16.9% | +155.3% | -138.4% | +4.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling