+63.2%
EFA vs VSAT
+207.3%
-144.1%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.5% | -3.4% | -1.0% |
| 7D | -2.4% | +3.4% | -5.8% | -2.6% |
| 30D | -2.2% | -12.2% | +10.0% | -1.5% |
| 3M | +5.7% | +20.6% | -14.9% | +3.8% |
| 6M | +8.2% | +60.2% | -52.0% | +4.1% |
| YTD | +11.8% | +115.3% | -103.5% | +5.4% |
| 1Y | +18.3% | +154.6% | -136.3% | +10.1% |
| All | +63.2% | +207.3% | -144.1% | +45.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling