+59.1%
ACWI vs VSAT
+25.1%
+34.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.9% | +4.7% | +0.1% |
| 7D | +2.4% | +5.9% | -3.4% | +1.9% |
| 30D | -1.7% | +9.7% | -11.4% | -2.7% |
| 3M | -3.9% | -18.3% | +14.4% | -2.9% |
| 6M | +0.8% | -4.1% | +4.8% | -0.3% |
| YTD | +11.0% | +96.5% | -85.5% | +2.9% |
| 1Y | +13.1% | +89.3% | -76.2% | +4.8% |
| 3Y | +73.9% | +270.1% | -196.2% | +43.6% |
| All | +59.1% | +25.1% | +34.0% | +44.4% |
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