+58.1%
XLE vs VSAT
+225.8%
-167.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +7.7% | -7.7% | -0.3% |
| 7D | -12.0% | -17.0% | +5.0% | -11.4% |
| 30D | -2.7% | -9.8% | +7.0% | -2.5% |
| 3M | +6.6% | -22.0% | +28.6% | +7.3% |
| 6M | +9.5% | -5.0% | +14.5% | +8.9% |
| YTD | +40.6% | +85.6% | -45.0% | +34.4% |
| 1Y | +43.6% | +80.2% | -36.6% | +37.3% |
| 3Y | +58.1% | +250.0% | -191.9% | +39.5% |
| All | +58.1% | +225.8% | -167.7% | +39.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling