+876.7%
IAU vs VSAT
+247.9%
+628.8%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +5.0% | -5.9% | -1.0% |
| 7D | -0.5% | +11.8% | -12.3% | -0.8% |
| 30D | +4.4% | -7.0% | +11.5% | +4.6% |
| 3M | -1.1% | +3.3% | -4.3% | -1.4% |
| 6M | -13.7% | +57.4% | -71.2% | -15.0% |
| YTD | +2.7% | +118.6% | -115.8% | +0.4% |
| 1Y | +24.6% | +150.2% | -125.6% | +21.4% |
| 3Y | +126.8% | +160.7% | -33.9% | +117.1% |
| 5Y | +139.5% | +51.2% | +88.3% | +129.3% |
| 10Y | +226.3% | -0.7% | +226.9% | +210.6% |
| All | +876.7% | +247.9% | +628.8% | +840.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling