+341.7%
ACWI vs VSAT
+227.1%
+114.6%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.2% | +4.6% | +0.3% |
| 7D | +2.7% | +20.0% | -17.3% | -0.7% |
| 30D | -2.6% | +6.5% | -9.1% | -4.4% |
| 3M | -3.2% | -18.3% | +15.2% | -1.0% |
| 6M | +1.9% | +0.4% | +1.5% | -1.5% |
| YTD | +11.3% | +106.7% | -95.4% | -7.1% |
| 1Y | +11.7% | +89.9% | -78.2% | -6.0% |
| 3Y | +74.4% | +276.3% | -201.9% | +10.9% |
| 5Y | +59.5% | +32.9% | +26.5% | +19.5% |
| 10Y | +225.2% | -12.2% | +237.5% | +148.0% |
| All | +341.7% | +227.1% | +114.6% | +52.6% |
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