+26.4%
IWM vs VSAT
+155.3%
-128.9%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.0% | -4.7% | -0.4% |
| 7D | +0.1% | +11.8% | -11.7% | -1.4% |
| 30D | -1.3% | -7.0% | +5.8% | -0.5% |
| 3M | +1.6% | +3.3% | -1.7% | 0.0% |
| 6M | +13.6% | +57.4% | -43.9% | +3.6% |
| YTD | +20.8% | +118.6% | -97.8% | +3.5% |
| 1Y | +26.4% | +150.2% | -123.8% | +7.1% |
| All | +26.4% | +155.3% | -128.9% | +7.1% |
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