+284.5%
ROIV vs VSAT
+102.2%
+182.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -5.2% | +0.7% | -3.8% |
| 7D | +9.2% | +20.0% | -10.8% | +6.6% |
| 30D | +19.9% | +6.5% | +13.4% | +18.3% |
| 3M | +10.6% | -18.3% | +28.9% | +12.6% |
| 6M | +36.1% | +0.4% | +35.7% | +33.4% |
| YTD | +84.3% | +106.7% | -22.4% | +64.0% |
| 1Y | +87.6% | +89.9% | -2.3% | +67.9% |
| 3Y | +353.9% | +276.3% | +77.6% | +244.8% |
| 5Y | +376.1% | +32.9% | +343.1% | +281.6% |
| All | +284.5% | +102.2% | +182.4% | +220.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling