+356.8%
ACWI vs VSAT
+245.8%
+111.0%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.0% | -5.1% | -0.9% |
| 7D | +0.5% | +11.8% | -11.3% | -1.4% |
| 30D | +0.9% | -7.0% | +7.9% | +1.9% |
| 3M | +2.4% | +3.3% | -0.9% | 0.0% |
| 6M | +12.4% | +57.4% | -45.1% | +0.6% |
| YTD | +15.2% | +118.6% | -103.4% | -3.8% |
| 1Y | +22.7% | +150.2% | -127.5% | -1.4% |
| 3Y | +75.8% | +160.7% | -84.9% | +22.7% |
| 5Y | +67.7% | +51.2% | +16.5% | +21.8% |
| 10Y | +229.0% | -0.7% | +229.7% | +144.2% |
| All | +356.8% | +245.8% | +111.0% | +58.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling