+31.2%
VCIT vs VSAT
+2.6%
+28.6%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +16.3% | -16.2% | -0.2% |
| 7D | +0.7% | +0.4% | +0.4% | +0.7% |
| 30D | +1.8% | +3.3% | -1.5% | +1.7% |
| 3M | -1.1% | -7.5% | +6.4% | -1.1% |
| 6M | -1.7% | +6.2% | -7.9% | -2.1% |
| YTD | -1.1% | +115.8% | -117.0% | -2.9% |
| 1Y | -0.4% | +107.7% | -108.0% | -2.1% |
| 3Y | +20.5% | +292.0% | -271.6% | +15.5% |
| 5Y | +3.8% | +35.3% | -31.5% | +0.9% |
| 10Y | +31.2% | -5.2% | +36.4% | +25.4% |
| All | +31.2% | +2.6% | +28.6% | +25.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling