+140.8%
IEMG vs VSAT
+3.3%
+137.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.2% |
| 7D | -1.3% | -1.3% | 0.0% | -1.2% |
| 30D | +1.9% | -14.8% | +16.7% | +3.7% |
| 3M | +1.4% | +2.2% | -0.8% | +0.3% |
| 6M | +15.2% | +60.2% | -45.0% | +7.4% |
| YTD | +23.8% | +115.6% | -91.8% | +11.0% |
| 1Y | +30.7% | +132.9% | -102.2% | +15.2% |
| 3Y | +83.3% | +216.1% | -132.8% | +43.9% |
| 5Y | +48.8% | +52.9% | -4.2% | +23.5% |
| All | +140.8% | +3.3% | +137.5% | +103.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling