+293.0%
IBKR vs VSAT
+207.8%
+85.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +2.2% |
| 7D | -1.3% | -1.3% | 0.0% | -1.3% |
| 30D | -0.2% | -14.8% | +14.6% | +1.2% |
| 3M | +3.0% | +2.2% | +0.8% | +1.9% |
| 6M | +33.9% | +60.2% | -26.3% | +25.8% |
| YTD | +42.5% | +115.6% | -73.1% | +30.3% |
| 1Y | +44.9% | +132.9% | -88.0% | +31.5% |
| 3Y | +293.0% | +216.1% | +76.9% | +218.8% |
| All | +293.0% | +207.8% | +85.2% | +218.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling