+763.7%
IVV vs VSAT
+238.7%
+525.0%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.2% | +4.9% | +0.4% |
| 7D | +3.3% | +20.0% | -16.6% | +0.4% |
| 30D | -2.7% | +6.5% | -9.1% | -4.2% |
| 3M | -1.7% | -18.3% | +16.6% | +0.2% |
| 6M | +3.2% | +0.4% | +2.8% | +0.3% |
| YTD | +12.0% | +106.7% | -94.7% | -3.9% |
| 1Y | +12.1% | +89.9% | -77.8% | -3.0% |
| 3Y | +78.6% | +276.3% | -197.7% | +23.4% |
| 5Y | +73.8% | +32.9% | +40.9% | +34.9% |
| 10Y | +312.1% | -12.2% | +324.3% | +222.8% |
| All | +763.7% | +238.7% | +525.0% | +365.3% |
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