+176.5%
XLE vs VSAT
-11.9%
+188.3%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.2% | +6.7% | +2.3% |
| 7D | +4.4% | +20.0% | -15.6% | +1.4% |
| 30D | -4.3% | +6.5% | -10.8% | -5.7% |
| 3M | +6.0% | -18.3% | +24.4% | +8.0% |
| 6M | +13.2% | +0.4% | +12.9% | +9.4% |
| YTD | +46.7% | +106.7% | -60.0% | +23.3% |
| 1Y | +46.6% | +89.9% | -43.2% | +24.2% |
| 3Y | +69.6% | +276.3% | -206.8% | +9.1% |
| 5Y | +166.5% | +32.9% | +133.6% | +110.0% |
| All | +176.5% | -11.9% | +188.3% | +101.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling