+51.7%
XOP vs VSAT
-16.2%
+67.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.9% | +5.9% | +1.8% |
| 7D | +6.3% | +5.9% | +0.5% | +4.9% |
| 30D | -6.6% | +9.7% | -16.3% | -8.8% |
| 3M | +3.6% | -18.3% | +21.9% | +5.9% |
| 6M | +10.8% | -4.1% | +14.8% | +6.9% |
| YTD | +48.3% | +96.5% | -48.3% | +20.2% |
| 1Y | +42.9% | +89.3% | -46.3% | +16.0% |
| 3Y | +43.3% | +270.1% | -226.8% | -17.4% |
| 5Y | +94.0% | +26.4% | +67.6% | +44.8% |
| All | +51.7% | -16.2% | +67.9% | +11.6% |
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 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