+253.6%
XME vs VSAT
-16.2%
+269.8%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.9% | +3.4% | -0.5% |
| 7D | +0.3% | +5.9% | -5.6% | -1.0% |
| 30D | -6.1% | +9.7% | -15.8% | -8.5% |
| 3M | -18.6% | -18.3% | -0.3% | -16.0% |
| 6M | -23.9% | -4.1% | -19.8% | -25.6% |
| YTD | -9.3% | +96.5% | -105.9% | -25.0% |
| 1Y | +1.8% | +89.3% | -87.5% | -15.6% |
| 3Y | +93.0% | +270.1% | -177.1% | +17.8% |
| 5Y | +107.0% | +26.4% | +80.6% | +58.6% |
| All | +253.6% | -16.2% | +269.8% | +161.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling