+973.2%
IGV vs VSAT
+259.9%
+713.3%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +5.0% | -7.2% | -3.2% |
| 7D | -4.5% | +11.8% | -16.3% | -6.7% |
| 30D | +3.2% | -7.0% | +10.3% | +4.4% |
| 3M | +4.5% | +3.3% | +1.2% | +1.6% |
| 6M | +22.1% | +57.4% | -35.3% | +6.9% |
| YTD | -1.0% | +118.6% | -119.6% | -20.0% |
| 1Y | -2.1% | +150.2% | -152.3% | -24.3% |
| 3Y | +44.6% | +160.7% | -116.1% | -5.5% |
| 5Y | +22.2% | +51.2% | -29.0% | -16.2% |
| 10Y | +364.7% | -0.7% | +365.4% | +224.7% |
| All | +973.2% | +259.9% | +713.3% | +344.2% |
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