+77.6%
XOP vs VSAT
+166.3%
-88.7%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.9% | +5.9% | +2.2% |
| 7D | +6.3% | +5.9% | +0.5% | +4.3% |
| 30D | -6.6% | +9.7% | -16.3% | -9.9% |
| 3M | +3.6% | -18.3% | +21.9% | +6.7% |
| 6M | +10.8% | -4.1% | +14.8% | +4.9% |
| YTD | +48.3% | +96.5% | -48.3% | +10.5% |
| 1Y | +42.9% | +89.3% | -46.3% | +6.5% |
| 3Y | +43.3% | +270.1% | -226.8% | -33.6% |
| 5Y | +94.0% | +26.4% | +67.6% | +18.8% |
| 10Y | +53.7% | -16.5% | +70.3% | +1.2% |
| All | +77.6% | +166.3% | -88.7% | -45.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling