+227.1%
ACWI vs VSAT
-5.6%
+232.7%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.8% | +1.1% |
| 7D | -0.7% | +12.5% | -13.1% | -2.2% |
| 30D | -2.0% | +11.0% | -13.0% | -3.6% |
| 3M | -2.2% | -11.1% | +9.0% | -1.6% |
| 6M | +1.9% | +2.8% | -0.9% | -0.5% |
| YTD | +12.0% | +118.0% | -106.0% | -1.1% |
| 1Y | +12.5% | +97.1% | -84.6% | +0.2% |
| 3Y | +75.4% | +296.8% | -221.4% | +30.4% |
| 5Y | +61.5% | +38.7% | +22.8% | +36.2% |
| 10Y | +227.1% | -7.4% | +234.5% | +164.1% |
| All | +227.1% | -5.6% | +232.7% | +164.1% |
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 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