+230.5%
GSAT vs VT
+57.9%
+172.6%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | -0.2% | -1.6% | +1.4% | +2.3% |
| 30D | +0.7% | -2.5% | +3.2% | +4.5% |
| 3M | -0.5% | -1.3% | +0.8% | +1.1% |
| 6M | +2.5% | +3.1% | -0.6% | -3.5% |
| YTD | +37.2% | +10.9% | +26.3% | +15.7% |
| 1Y | +66.3% | +12.1% | +54.2% | +39.5% |
| 3Y | +293.3% | +73.9% | +219.4% | +73.2% |
| All | +230.5% | +57.9% | +172.6% | +90.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling