+302.4%
ROIV vs VSAT
+113.2%
+189.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.6% |
| 7D | +9.5% | +12.5% | -3.0% | +7.7% |
| 30D | +21.0% | +11.0% | +10.0% | +18.7% |
| 3M | +18.7% | -11.1% | +29.8% | +19.6% |
| 6M | +44.5% | +2.8% | +41.7% | +41.2% |
| YTD | +92.9% | +118.0% | -25.1% | +70.4% |
| 1Y | +100.2% | +97.1% | +3.1% | +78.3% |
| 3Y | +375.0% | +296.8% | +78.2% | +258.3% |
| 5Y | +435.2% | +38.7% | +396.5% | +326.0% |
| All | +302.4% | +113.2% | +189.2% | +233.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling