+1,129.1%
DIA vs VSAT
+947.9%
+181.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.0% | -5.6% | -1.1% |
| 7D | -0.2% | +11.8% | -12.0% | -1.5% |
| 30D | -1.5% | -7.0% | +5.5% | -0.8% |
| 3M | +3.8% | +3.3% | +0.5% | +2.1% |
| 6M | +10.3% | +57.4% | -47.2% | +2.2% |
| YTD | +12.1% | +118.6% | -106.5% | -0.9% |
| 1Y | +18.6% | +150.2% | -131.6% | +2.2% |
| 3Y | +60.6% | +160.7% | -100.1% | +25.5% |
| 5Y | +64.4% | +51.2% | +13.2% | +31.8% |
| 10Y | +250.1% | -0.7% | +250.8% | +184.3% |
| All | +1,129.1% | +947.9% | +181.2% | +552.4% |
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