+163.9%
XLE vs VSAT
+2.6%
+161.3%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +16.3% | -15.8% | -1.8% |
| 7D | -7.9% | +0.4% | -8.2% | -8.2% |
| 30D | -4.8% | +3.3% | -8.1% | -5.9% |
| 3M | +8.4% | -7.5% | +15.8% | +8.4% |
| 6M | +12.7% | +6.2% | +6.4% | +8.0% |
| YTD | +41.3% | +115.8% | -74.5% | +18.0% |
| 1Y | +42.3% | +107.7% | -65.4% | +18.9% |
| 3Y | +65.1% | +292.0% | -227.0% | +5.7% |
| 5Y | +150.2% | +35.3% | +114.9% | +98.0% |
| 10Y | +163.9% | -5.2% | +169.1% | +89.0% |
| All | +163.9% | +2.6% | +161.3% | +89.0% |
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 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