+988.3%
XLE vs VSAT
+1,282.7%
-294.4%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +7.7% | -7.7% | -1.0% |
| 7D | -12.0% | -17.0% | +5.0% | -9.9% |
| 30D | -2.7% | -9.8% | +7.0% | -1.9% |
| 3M | +6.6% | -22.0% | +28.6% | +9.2% |
| 6M | +9.5% | -5.0% | +14.5% | +7.1% |
| YTD | +40.6% | +85.6% | -45.0% | +23.2% |
| 1Y | +43.6% | +80.2% | -36.6% | +25.7% |
| 3Y | +58.1% | +250.0% | -191.9% | +12.2% |
| 5Y | +152.2% | -4.6% | +156.7% | +107.9% |
| 10Y | +172.9% | -7.2% | +180.2% | +116.9% |
| All | +988.3% | +1,282.7% | -294.4% | +635.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling