+30.8%
IYR vs VSAT
+222.1%
-191.3%
-16.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.2% | -3.3% | -0.2% |
| 7D | -0.4% | +17.3% | -17.7% | -1.2% |
| 30D | -2.5% | -3.3% | +0.8% | -2.4% |
| 3M | +1.5% | +18.7% | -17.3% | -0.1% |
| 6M | +3.9% | +77.6% | -73.7% | -0.3% |
| YTD | +9.5% | +125.6% | -116.1% | +3.4% |
| 1Y | +7.5% | +158.3% | -150.8% | +0.3% |
| All | +30.8% | +222.1% | -191.3% | +19.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling