+19.4%
IVV vs VSAT
+176.4%
-157.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.2% | -3.8% | -0.9% |
| 7D | +0.5% | +17.3% | -16.8% | -0.8% |
| 30D | -1.0% | -3.3% | +2.3% | -0.8% |
| 3M | +3.9% | +18.7% | -14.9% | +1.5% |
| 6M | +14.5% | +77.6% | -63.1% | +7.2% |
| YTD | +12.9% | +125.6% | -112.7% | +2.9% |
| 1Y | +19.4% | +158.3% | -138.9% | +8.1% |
| All | +19.4% | +176.4% | -157.0% | +8.1% |
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 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