+257.2%
XOM vs VSAT
+51.7%
+205.6%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | +4.1% | -1.3% | +5.4% | +4.1% |
| 30D | +4.6% | -14.8% | +19.4% | +5.4% |
| 3M | +14.0% | +2.2% | +11.8% | +13.2% |
| 6M | +11.0% | +60.2% | -49.2% | +6.2% |
| YTD | +40.7% | +115.6% | -74.9% | +31.2% |
| 1Y | +52.3% | +132.9% | -80.6% | +40.5% |
| 3Y | +60.5% | +216.1% | -155.6% | +37.5% |
| All | +257.2% | +51.7% | +205.6% | +211.5% |
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