-56.3%
Z vs VSAT
-0.1%
-56.3%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +7.7% | -10.1% | -3.4% |
| 7D | -4.6% | -17.0% | +12.4% | -2.5% |
| 30D | +8.3% | -9.8% | +18.1% | +8.9% |
| 3M | -11.6% | -22.0% | +10.4% | -9.7% |
| 6M | -33.6% | -5.0% | -28.7% | -35.6% |
| YTD | -56.7% | +85.6% | -142.3% | -63.0% |
| 1Y | -59.1% | +80.2% | -139.3% | -65.1% |
| 3Y | -20.4% | +250.0% | -270.4% | -46.2% |
| All | -56.3% | -0.1% | -56.3% | -64.6% |
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