+298.8%
ROIV vs VSAT
+120.6%
+178.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | +3.2% | +15.5% | +18.3% |
| 7D | +20.2% | +17.3% | +2.9% | +17.8% |
| 30D | +14.1% | -3.3% | +17.4% | +14.5% |
| 3M | +45.6% | +18.7% | +26.9% | +41.0% |
| 6M | +44.1% | +77.6% | -33.4% | +32.0% |
| YTD | +91.2% | +125.6% | -34.5% | +69.3% |
| 1Y | +221.3% | +158.3% | +63.0% | +177.8% |
| 3Y | +229.2% | +226.1% | +3.1% | +157.3% |
| 5Y | +316.5% | +54.7% | +261.8% | +234.2% |
| All | +298.8% | +120.6% | +178.2% | +231.3% |
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