+54.8%
XOP vs VSAT
+3.1%
+51.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.5% | -2.3% | -0.2% |
| 7D | +1.6% | +3.4% | -1.8% | +0.9% |
| 30D | +9.6% | -12.2% | +21.8% | +11.9% |
| 3M | +16.9% | +20.6% | -3.7% | +10.1% |
| 6M | +24.0% | +60.2% | -36.1% | +7.9% |
| YTD | +56.2% | +115.3% | -59.1% | +25.9% |
| 1Y | +51.8% | +154.6% | -102.8% | +15.9% |
| 3Y | +37.0% | +211.2% | -174.2% | -15.6% |
| 5Y | +163.4% | +52.7% | +110.7% | +82.5% |
| All | +54.8% | +3.1% | +51.7% | +12.0% |
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