+38.9%
IGV vs VSAT
+199.8%
-160.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.9% | +6.1% | -0.3% |
| 7D | -1.5% | +3.5% | -5.0% | -1.8% |
| 30D | -3.0% | -14.7% | +11.7% | -2.0% |
| 3M | +9.6% | +13.2% | -3.6% | +7.7% |
| 6M | +16.1% | +57.4% | -41.3% | +10.4% |
| YTD | -3.6% | +110.0% | -113.6% | -10.8% |
| 1Y | -7.8% | +134.4% | -142.2% | -15.7% |
| All | +38.9% | +199.8% | -160.9% | +20.1% |
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 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