+251.0%
DIA vs VSAT
-3.0%
+254.1%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.9% | +6.2% | 0.0% |
| 7D | -1.2% | +3.5% | -4.7% | -1.7% |
| 30D | -2.7% | -14.7% | +12.0% | -1.1% |
| 3M | +3.3% | +13.2% | -9.9% | +0.6% |
| 6M | +10.4% | +57.4% | -46.9% | +2.6% |
| YTD | +10.0% | +110.0% | -100.0% | -1.9% |
| 1Y | +16.2% | +134.4% | -118.2% | +1.3% |
| 3Y | +58.7% | +203.5% | -144.8% | +23.0% |
| 5Y | +63.6% | +47.1% | +16.4% | +35.1% |
| 10Y | +251.0% | +0.4% | +250.7% | +182.3% |
| All | +251.0% | -3.0% | +254.1% | +182.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling