+40.7%
XLC vs VSAT
+25.1%
+15.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.9% | +6.0% | +1.4% |
| 7D | +3.7% | +5.9% | -2.2% | +3.2% |
| 30D | -1.9% | +9.7% | -11.6% | -2.9% |
| 3M | -3.1% | -18.3% | +15.2% | -2.3% |
| 6M | -6.4% | -4.1% | -2.3% | -7.6% |
| YTD | -6.8% | +96.5% | -103.3% | -13.8% |
| 1Y | -1.7% | +89.3% | -91.0% | -9.0% |
| 3Y | +64.7% | +270.1% | -205.4% | +34.6% |
| All | +40.7% | +25.1% | +15.6% | +28.0% |
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