+210.7%
IAU vs VSAT
-16.2%
+226.9%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.9% | +5.1% | +0.3% |
| 7D | -4.6% | +5.9% | -10.5% | -4.8% |
| 30D | -5.4% | +9.7% | -15.1% | -5.9% |
| 3M | -10.9% | -18.3% | +7.4% | -10.5% |
| 6M | -17.4% | -4.1% | -13.3% | -17.8% |
| YTD | -10.2% | +96.5% | -106.7% | -12.9% |
| 1Y | -7.1% | +89.3% | -96.3% | -9.8% |
| 3Y | +97.7% | +270.1% | -172.3% | +84.4% |
| 5Y | +105.3% | +26.4% | +78.9% | +94.0% |
| All | +210.7% | -16.2% | +226.9% | +183.0% |
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