+72.6%
XYZ vs VSAT
+225.8%
-153.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +7.7% | -6.0% | +0.8% |
| 7D | +12.1% | -17.0% | +29.1% | +14.3% |
| 30D | +12.4% | -9.8% | +22.1% | +13.0% |
| 3M | +8.2% | -22.0% | +30.2% | +10.4% |
| 6M | +20.7% | -5.0% | +25.7% | +18.2% |
| YTD | +31.3% | +85.6% | -54.3% | +15.8% |
| 1Y | +20.5% | +80.2% | -59.7% | +6.2% |
| 3Y | +72.6% | +250.0% | -177.4% | +32.1% |
| All | +72.6% | +225.8% | -153.2% | +32.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling