-64.8%
Z vs VSAT
+51.9%
-116.7%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +5.0% | -7.1% | -2.8% |
| 7D | -3.0% | +11.8% | -14.8% | -4.5% |
| 30D | -4.2% | -7.0% | +2.9% | -3.5% |
| 3M | -3.7% | +3.3% | -7.0% | -5.8% |
| 6M | -24.5% | +57.4% | -82.0% | -31.7% |
| YTD | -49.3% | +118.6% | -167.9% | -56.9% |
| 1Y | -58.7% | +150.2% | -208.9% | -66.1% |
| 3Y | -34.1% | +160.7% | -194.9% | -50.7% |
| All | -64.8% | +51.9% | -116.7% | -77.2% |
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