+24.0%
IWM vs VSAT
+143.0%
-119.0%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.9% | +5.6% | -0.5% |
| 7D | -1.1% | +3.5% | -4.6% | -1.6% |
| 30D | -3.1% | -14.7% | +11.6% | -1.2% |
| 3M | +2.2% | +13.2% | -11.0% | -1.0% |
| 6M | +15.1% | +57.4% | -42.3% | +4.9% |
| YTD | +18.6% | +110.0% | -91.4% | +2.0% |
| 1Y | +24.0% | +134.4% | -110.4% | +5.3% |
| All | +24.0% | +143.0% | -119.0% | +5.3% |
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 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