+26.9%
XLV vs VSAT
+155.3%
-128.4%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +5.0% | -6.1% | -1.1% |
| 7D | +0.2% | +11.8% | -11.6% | -0.1% |
| 30D | +4.4% | -7.0% | +11.5% | +4.6% |
| 3M | +13.2% | +3.3% | +10.0% | +12.7% |
| 6M | +10.1% | +57.4% | -47.3% | +7.8% |
| YTD | +11.7% | +118.6% | -106.9% | +7.4% |
| 1Y | +26.9% | +150.2% | -123.3% | +20.6% |
| All | +26.9% | +155.3% | -128.4% | +20.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling