+81.6%
XLF vs VSAT
+252.2%
-170.6%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.9% | +5.7% | +1.0% |
| 7D | +2.7% | +5.9% | -3.2% | +2.3% |
| 30D | +7.6% | +9.7% | -2.1% | +6.9% |
| 3M | +1.1% | -18.3% | +19.4% | +1.6% |
| 6M | +15.9% | -4.1% | +19.9% | +15.0% |
| YTD | +8.4% | +96.5% | -88.1% | +3.1% |
| 1Y | +12.5% | +89.3% | -76.8% | +7.0% |
| 3Y | +81.6% | +270.1% | -188.5% | +60.7% |
| All | +81.6% | +252.2% | -170.6% | +60.7% |
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 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