+237.1%
DIA vs VSAT
-5.6%
+242.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.5% |
| 7D | -1.6% | +12.5% | -14.1% | -3.0% |
| 30D | +1.3% | +11.0% | -9.7% | -0.4% |
| 3M | -2.1% | -11.1% | +9.1% | -1.6% |
| 6M | +6.2% | +2.8% | +3.4% | +3.6% |
| YTD | +10.3% | +118.0% | -107.6% | -2.6% |
| 1Y | +11.0% | +97.1% | -86.1% | -1.2% |
| 3Y | +60.4% | +296.8% | -236.5% | +18.9% |
| 5Y | +59.1% | +38.7% | +20.4% | +34.8% |
| 10Y | +237.1% | -7.4% | +244.5% | +168.9% |
| All | +237.1% | -5.6% | +242.6% | +168.9% |
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