+291.1%
ROIV vs VSAT
+111.0%
+180.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +16.3% | -11.7% | +2.5% |
| 7D | +13.3% | +0.4% | +13.0% | +12.9% |
| 30D | +14.8% | +3.3% | +11.5% | +13.6% |
| 3M | +11.9% | -7.5% | +19.4% | +12.1% |
| 6M | +42.4% | +6.2% | +36.2% | +38.6% |
| YTD | +87.4% | +115.8% | -28.4% | +65.8% |
| 1Y | +97.2% | +107.7% | -10.4% | +74.6% |
| 3Y | +375.7% | +292.0% | +83.6% | +259.3% |
| 5Y | +379.0% | +35.3% | +343.7% | +281.8% |
| All | +291.1% | +111.0% | +180.0% | +224.4% |
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