+59.7%
XOM vs VSAT
+207.3%
-147.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.5% | -1.9% | +0.5% |
| 7D | +1.9% | +3.4% | -1.6% | +1.7% |
| 30D | +4.1% | -12.2% | +16.3% | +4.4% |
| 3M | +10.4% | +20.6% | -10.2% | +9.4% |
| 6M | +13.0% | +60.2% | -47.2% | +10.2% |
| YTD | +40.1% | +115.3% | -75.2% | +34.3% |
| 1Y | +51.1% | +154.6% | -103.4% | +43.3% |
| All | +59.7% | +207.3% | -147.6% | +45.2% |
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