+149.9%
XLE vs VSAT
-0.1%
+150.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +7.7% | -7.7% | -0.5% |
| 7D | -12.0% | -17.0% | +5.0% | -10.9% |
| 30D | -2.7% | -9.8% | +7.0% | -2.3% |
| 3M | +6.6% | -22.0% | +28.6% | +8.0% |
| 6M | +9.5% | -5.0% | +14.5% | +8.3% |
| YTD | +40.6% | +85.6% | -45.0% | +30.3% |
| 1Y | +43.6% | +80.2% | -36.6% | +33.0% |
| 3Y | +58.1% | +250.0% | -191.9% | +28.5% |
| All | +149.9% | -0.1% | +150.0% | +144.0% |
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 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