+3,247.4%
SCHW vs VSAT
+1,423.4%
+1,824.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.9% | +6.6% | +1.2% |
| 7D | -1.6% | +3.5% | -5.1% | -2.4% |
| 30D | -1.1% | -14.7% | +13.6% | +1.9% |
| 3M | +20.4% | +13.2% | +7.2% | +13.9% |
| 6M | +13.6% | +57.4% | -43.8% | -2.3% |
| YTD | +7.7% | +110.0% | -102.3% | -14.4% |
| 1Y | +15.2% | +134.4% | -119.2% | -12.3% |
| 3Y | +87.1% | +203.5% | -116.4% | +11.9% |
| 5Y | +57.5% | +47.1% | +10.3% | +2.7% |
| 10Y | +295.1% | +0.4% | +294.7% | +166.6% |
| All | +3,247.4% | +1,423.4% | +1,824.0% | +1,070.1% |
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