+330.0%
ACWI vs VSAT
+193.6%
+136.3%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +7.7% | -7.7% | -1.3% |
| 7D | -2.4% | -17.0% | +14.6% | +0.5% |
| 30D | -5.2% | -9.8% | +4.6% | -4.2% |
| 3M | -4.8% | -22.0% | +17.2% | -1.8% |
| 6M | -1.3% | -5.0% | +3.7% | -3.6% |
| YTD | +8.4% | +85.6% | -77.2% | -7.8% |
| 1Y | +11.0% | +80.2% | -69.2% | -5.6% |
| 3Y | +70.6% | +250.0% | -179.5% | +9.5% |
| 5Y | +55.3% | -4.6% | +59.9% | +26.2% |
| 10Y | +223.2% | -7.2% | +230.4% | +136.3% |
| All | +330.0% | +193.6% | +136.3% | +51.6% |
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 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