+218.0%
IAU vs VSAT
+3.1%
+214.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.5% | -4.2% | -1.8% |
| 7D | -3.4% | +3.4% | -6.8% | -3.5% |
| 30D | -1.1% | -12.2% | +11.1% | -0.7% |
| 3M | +5.8% | +20.6% | -14.8% | +4.8% |
| 6M | -16.9% | +60.2% | -77.1% | -18.6% |
| YTD | +0.1% | +115.3% | -115.1% | -2.9% |
| 1Y | +18.4% | +154.6% | -136.2% | +14.1% |
| 3Y | +123.6% | +211.2% | -87.6% | +109.6% |
| 5Y | +138.7% | +52.7% | +86.1% | +125.0% |
| All | +218.0% | +3.1% | +214.8% | +192.7% |
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