+76.2%
BND vs VSAT
+137.3%
-61.1%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.2% | -3.3% | -0.1% |
| 7D | +0.1% | +17.3% | -17.2% | +0.1% |
| 30D | -0.4% | -3.3% | +2.9% | -0.4% |
| 3M | -0.2% | +18.7% | -19.0% | -0.2% |
| 6M | -1.2% | +77.6% | -78.7% | -1.2% |
| YTD | -0.3% | +125.6% | -125.9% | -0.3% |
| 1Y | +0.4% | +158.3% | -157.9% | +0.5% |
| 3Y | +13.4% | +226.1% | -212.7% | +13.5% |
| 5Y | -1.5% | +54.7% | -56.2% | -1.7% |
| 10Y | +15.5% | +3.5% | +11.9% | +14.9% |
| All | +76.2% | +137.3% | -61.1% | +80.7% |
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