+141.9%
IAU vs VSAT
+45.0%
+97.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -6.9% | +7.8% | +1.2% |
| 7D | +0.2% | +3.5% | -3.3% | 0.0% |
| 30D | +0.2% | -14.7% | +14.9% | +0.8% |
| 3M | +3.3% | +13.2% | -9.9% | +2.4% |
| 6M | -14.6% | +57.4% | -71.9% | -16.5% |
| YTD | +1.9% | +110.0% | -108.1% | -1.6% |
| 1Y | +20.9% | +134.4% | -113.5% | +16.1% |
| 3Y | +127.5% | +203.5% | -76.0% | +111.6% |
| 5Y | +141.9% | +47.1% | +94.8% | +132.9% |
| All | +141.9% | +45.0% | +97.0% | +132.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling