+159.2%
XOP vs VSAT
+55.7%
+103.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.2% | -1.5% | +1.4% |
| 7D | +0.6% | +17.3% | -16.7% | -1.0% |
| 30D | +16.5% | -3.3% | +19.8% | +16.8% |
| 3M | +15.7% | +18.7% | -3.0% | +12.5% |
| 6M | +19.2% | +77.6% | -58.4% | +9.5% |
| YTD | +55.0% | +125.6% | -70.7% | +37.3% |
| 1Y | +54.2% | +158.3% | -104.1% | +33.2% |
| 3Y | +35.9% | +226.1% | -190.3% | +5.5% |
| All | +159.2% | +55.7% | +103.4% | +101.3% |
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