+87.0%
SCHW vs VSAT
+207.3%
-120.3%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.5% | -1.8% | +0.6% |
| 7D | -2.8% | +3.4% | -6.2% | -3.0% |
| 30D | -0.1% | -12.2% | +12.2% | +0.7% |
| 3M | +20.6% | +20.6% | 0.0% | +17.9% |
| 6M | +15.9% | +60.2% | -44.2% | +9.7% |
| YTD | +8.5% | +115.3% | -106.8% | -0.3% |
| 1Y | +17.8% | +154.6% | -136.7% | +6.2% |
| All | +87.0% | +207.3% | -120.3% | +60.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling