+181.5%
XME vs VSAT
+45.0%
+136.5%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.9% | +6.3% | +0.4% |
| 7D | -0.2% | +3.5% | -3.7% | -0.8% |
| 30D | +1.4% | -14.7% | +16.1% | +3.8% |
| 3M | +2.7% | +13.2% | -10.4% | -0.5% |
| 6M | +6.5% | +57.4% | -50.9% | -2.6% |
| YTD | +15.2% | +110.0% | -94.8% | +0.4% |
| 1Y | +43.5% | +134.4% | -90.9% | +22.4% |
| 3Y | +135.9% | +203.5% | -67.7% | +77.5% |
| 5Y | +181.5% | +47.1% | +134.3% | +117.3% |
| All | +181.5% | +45.0% | +136.5% | +117.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling