+294.9%
SCHW vs VSAT
+3.3%
+291.6%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.2% | -0.1% |
| 7D | -1.9% | -1.3% | -0.5% | -1.7% |
| 30D | -1.6% | -14.8% | +13.2% | +0.4% |
| 3M | +21.3% | +2.2% | +19.1% | +19.0% |
| 6M | +16.5% | +60.2% | -43.7% | +4.4% |
| YTD | +8.4% | +115.6% | -107.2% | -8.4% |
| 1Y | +15.6% | +132.9% | -117.2% | -4.7% |
| 3Y | +86.8% | +216.1% | -129.2% | +29.0% |
| 5Y | +60.5% | +52.9% | +7.6% | +20.7% |
| All | +294.9% | +3.3% | +291.6% | +208.4% |
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