-4.2%
TLT vs VSAT
+143.0%
-147.2%
-8.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.9% | +6.4% | -0.4% |
| 7D | -0.3% | +3.5% | -3.8% | -0.3% |
| 30D | 0.0% | -14.7% | +14.7% | +0.2% |
| 3M | -2.9% | +13.2% | -16.0% | -3.3% |
| 6M | -6.3% | +57.4% | -63.6% | -7.0% |
| YTD | -3.3% | +110.0% | -113.3% | -4.0% |
| 1Y | -4.2% | +134.4% | -138.6% | -5.0% |
| All | -4.2% | +143.0% | -147.2% | -5.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling