+14.3%
IJR vs VSAT
+69.6%
-55.3%
-5.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.9% | +5.9% | -0.5% |
| 7D | -1.1% | +3.5% | -4.6% | -1.4% |
| 30D | -3.6% | -14.7% | +11.1% | -2.4% |
| 3M | +2.3% | +13.2% | -10.9% | +0.4% |
| 6M | +14.3% | +57.4% | -43.0% | +7.0% |
| All | +14.3% | +69.6% | -55.3% | +7.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling