+167.8%
SLV vs VSAT
+53.4%
+114.4%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.2% | -4.0% | -1.1% |
| 7D | +2.5% | +17.3% | -14.8% | +0.9% |
| 30D | +3.3% | -3.3% | +6.5% | +3.5% |
| 3M | -3.6% | +18.7% | -22.3% | -5.9% |
| 6M | -21.8% | +77.6% | -99.4% | -26.6% |
| YTD | -7.8% | +125.6% | -133.5% | -15.3% |
| 1Y | +58.3% | +158.3% | -100.0% | +43.4% |
| 3Y | +182.6% | +226.1% | -43.6% | +139.3% |
| 5Y | +167.8% | +54.7% | +113.1% | +135.2% |
| All | +167.8% | +53.4% | +114.4% | +135.2% |
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