+58.1%
XYZ vs VSAT
+270.5%
-212.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.2% | +1.1% | -3.4% |
| 7D | -2.1% | +20.0% | -22.1% | -4.4% |
| 30D | +7.0% | +6.5% | +0.5% | +5.4% |
| 3M | +5.1% | -18.3% | +23.4% | +6.7% |
| 6M | +14.1% | +0.4% | +13.7% | +11.0% |
| YTD | +26.4% | +106.7% | -80.4% | +9.7% |
| 1Y | +25.1% | +89.9% | -64.8% | +9.3% |
| All | +58.1% | +270.5% | -212.3% | +16.1% |
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