+85.7%
SCHG vs VSAT
+51.7%
+34.1%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | -1.0% | -1.3% | +0.3% | -1.0% |
| 30D | -1.3% | -14.8% | +13.5% | +0.1% |
| 3M | +5.4% | +2.2% | +3.2% | +4.4% |
| 6M | +14.4% | +60.2% | -45.8% | +7.9% |
| YTD | +8.0% | +115.6% | -107.6% | -1.5% |
| 1Y | +12.7% | +132.9% | -120.1% | +1.5% |
| 3Y | +85.6% | +216.1% | -130.5% | +52.6% |
| All | +85.7% | +51.7% | +34.1% | +52.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling