+59.6%
SCHW vs VSAT
+51.4%
+8.2%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.5% | -1.8% | +0.5% |
| 7D | -2.8% | +3.4% | -6.2% | -3.1% |
| 30D | -0.1% | -12.2% | +12.2% | +0.9% |
| 3M | +20.6% | +20.6% | 0.0% | +17.3% |
| 6M | +15.9% | +60.2% | -44.2% | +8.6% |
| YTD | +8.5% | +115.3% | -106.8% | -1.9% |
| 1Y | +17.8% | +154.6% | -136.7% | +4.1% |
| 3Y | +88.5% | +211.2% | -122.6% | +52.4% |
| All | +59.6% | +51.4% | +8.2% | +28.7% |
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