+70.0%
XLE vs VSAT
+252.2%
-182.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.9% | +5.9% | +1.2% |
| 7D | +5.4% | +5.9% | -0.5% | +5.1% |
| 30D | -3.9% | +9.7% | -13.7% | -4.4% |
| 3M | +7.0% | -18.3% | +25.3% | +7.5% |
| 6M | +14.2% | -4.1% | +18.3% | +13.5% |
| YTD | +48.2% | +96.5% | -48.3% | +41.2% |
| 1Y | +47.7% | +89.3% | -41.6% | +40.8% |
| 3Y | +70.0% | +270.1% | -200.1% | +49.2% |
| All | +70.0% | +252.2% | -182.2% | +49.2% |
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