+218.0%
XLE vs VSAT
+51.9%
+166.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.0% | -5.9% | -1.2% |
| 7D | +2.2% | +11.8% | -9.6% | +1.4% |
| 30D | +11.8% | -7.0% | +18.8% | +12.2% |
| 3M | +9.8% | +3.3% | +6.5% | +8.7% |
| 6M | +15.6% | +57.4% | -41.9% | +9.9% |
| YTD | +45.3% | +118.6% | -73.3% | +33.7% |
| 1Y | +48.3% | +150.2% | -101.9% | +34.0% |
| 3Y | +55.4% | +160.7% | -105.3% | +33.8% |
| All | +218.0% | +51.9% | +166.1% | +167.8% |
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