-1.3%
IWF vs VSAT
+85.9%
-87.2%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -11.2% | +11.6% | +1.7% |
| 7D | -4.2% | -14.7% | +10.5% | -2.5% |
| 30D | -8.1% | -4.3% | -3.8% | -8.0% |
| 3M | -5.1% | -22.5% | +17.4% | -3.0% |
| 6M | -1.4% | +4.7% | -6.1% | -3.6% |
| YTD | -0.1% | +93.8% | -93.9% | -9.9% |
| 1Y | -1.3% | +79.8% | -81.1% | -10.4% |
| All | -1.3% | +85.9% | -87.2% | -10.4% |
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