+43.4%
XLP vs VSAT
+290.6%
-247.2%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.1% | +0.5% |
| 7D | -0.5% | +12.5% | -13.0% | -0.6% |
| 30D | +8.3% | +11.0% | -2.7% | +8.3% |
| 3M | +8.7% | -11.1% | +19.8% | +8.8% |
| 6M | +11.2% | +2.8% | +8.4% | +11.0% |
| YTD | +20.0% | +118.0% | -98.0% | +18.5% |
| 1Y | +21.3% | +97.1% | -75.8% | +19.9% |
| All | +43.4% | +290.6% | -247.2% | +38.0% |
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 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