+18.4%
IAU vs VSAT
+138.1%
-119.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.5% | -4.2% | -1.9% |
| 7D | -3.4% | +3.4% | -6.8% | -3.7% |
| 30D | -1.1% | -12.2% | +11.1% | -0.3% |
| 3M | +5.8% | +20.6% | -14.8% | +3.2% |
| 6M | -16.9% | +60.2% | -77.1% | -21.2% |
| YTD | +0.1% | +115.3% | -115.1% | -7.5% |
| 1Y | +18.4% | +154.6% | -136.2% | +8.0% |
| All | +18.4% | +138.1% | -119.7% | +8.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling