+273.8%
ROIV vs VSAT
+81.5%
+192.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +7.7% | -1.5% | +5.2% |
| 7D | +5.3% | -17.0% | +22.3% | +7.6% |
| 30D | +11.9% | -9.8% | +21.6% | +12.8% |
| 3M | +10.7% | -22.0% | +32.7% | +13.5% |
| 6M | +34.9% | -5.0% | +39.9% | +33.3% |
| YTD | +79.2% | +85.6% | -6.4% | +61.8% |
| 1Y | +89.0% | +80.2% | +8.8% | +70.6% |
| 3Y | +337.3% | +250.0% | +87.3% | +235.0% |
| 5Y | +402.3% | -4.6% | +406.9% | +309.5% |
| All | +273.8% | +81.5% | +192.4% | +216.5% |
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