+63.7%
IEFA vs VSAT
+207.3%
-143.6%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.5% | -3.4% | -1.1% |
| 7D | -2.4% | +3.4% | -5.8% | -2.7% |
| 30D | -2.1% | -12.2% | +10.1% | -1.4% |
| 3M | +5.5% | +20.6% | -15.1% | +3.6% |
| 6M | +8.1% | +60.2% | -52.1% | +4.0% |
| YTD | +11.9% | +115.3% | -103.3% | +5.5% |
| 1Y | +18.1% | +154.6% | -136.5% | +9.8% |
| All | +63.7% | +207.3% | -143.6% | +45.7% |
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 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