+280.1%
ROIV vs VSAT
+92.2%
+187.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.9% | +3.8% | -0.5% |
| 7D | +1.7% | +5.9% | -4.2% | +0.8% |
| 30D | +17.6% | +9.7% | +7.9% | +15.6% |
| 3M | +9.0% | -18.3% | +27.3% | +11.0% |
| 6M | +35.3% | -4.1% | +39.3% | +33.4% |
| YTD | +82.2% | +96.5% | -14.4% | +63.1% |
| 1Y | +92.3% | +89.3% | +3.0% | +72.3% |
| 3Y | +336.8% | +270.1% | +66.7% | +232.3% |
| 5Y | +370.6% | +26.4% | +344.2% | +279.7% |
| All | +280.1% | +92.2% | +187.9% | +219.1% |
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