+75.4%
IVV vs VSAT
+225.8%
-150.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +7.7% | -7.4% | -0.2% |
| 7D | -2.7% | -17.0% | +14.3% | -1.6% |
| 30D | -5.4% | -9.8% | +4.4% | -5.0% |
| 3M | -4.1% | -22.0% | +17.9% | -2.9% |
| 6M | +0.7% | -5.0% | +5.7% | 0.0% |
| YTD | +8.7% | +85.6% | -76.8% | +3.1% |
| 1Y | +11.0% | +80.2% | -69.2% | +5.2% |
| 3Y | +75.4% | +250.0% | -174.6% | +53.9% |
| All | +75.4% | +225.8% | -150.3% | +53.9% |
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 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