+26.2%
IVZ vs VSAT
+77.5%
-51.4%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +16.3% | -9.5% | +4.2% |
| 7D | +4.1% | +0.4% | +3.8% | +3.5% |
| 30D | -2.0% | +3.3% | -5.3% | -3.2% |
| 3M | -7.8% | -7.5% | -0.4% | -7.8% |
| 6M | +6.3% | +6.2% | +0.1% | +2.4% |
| YTD | +12.6% | +115.8% | -103.3% | -4.8% |
| All | +26.2% | +77.5% | -51.4% | +7.7% |
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