+141.9%
XYL vs VSAT
+3.1%
+138.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.5% | -3.5% | -1.4% |
| 7D | -1.2% | +3.4% | -4.7% | -1.8% |
| 30D | -13.2% | -12.2% | -0.9% | -11.7% |
| 3M | -0.2% | +20.6% | -20.8% | -4.4% |
| 6M | -12.5% | +60.2% | -72.7% | -20.7% |
| YTD | -20.9% | +115.3% | -136.1% | -32.1% |
| 1Y | -21.6% | +154.6% | -176.1% | -35.2% |
| 3Y | +16.1% | +211.2% | -195.0% | -17.4% |
| 5Y | -15.6% | +52.7% | -68.3% | -35.4% |
| All | +141.9% | +3.1% | +138.8% | +86.0% |
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