+12.5%
IVV vs VSAT
+92.6%
-80.1%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +0.9% | +1.3% |
| 7D | -0.9% | +12.5% | -13.4% | -2.0% |
| 30D | -2.3% | +11.0% | -13.4% | -3.6% |
| 3M | -1.2% | -11.1% | +10.0% | -0.9% |
| 6M | +3.3% | +2.8% | +0.5% | +1.3% |
| YTD | +12.3% | +118.0% | -105.7% | +2.0% |
| 1Y | +12.5% | +97.1% | -84.6% | +2.9% |
| All | +12.5% | +92.6% | -80.1% | +2.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling