+4.1%
VCIT vs VSAT
+25.1%
-21.0%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.9% | +4.8% | -0.1% |
| 7D | -1.4% | +5.9% | -7.3% | -1.5% |
| 30D | +0.6% | +9.7% | -9.1% | +0.4% |
| 3M | -2.2% | -18.3% | +16.1% | -2.0% |
| 6M | -2.3% | -4.1% | +1.7% | -2.5% |
| YTD | -2.2% | +96.5% | -98.7% | -3.5% |
| 1Y | -1.4% | +89.3% | -90.6% | -2.7% |
| 3Y | +18.7% | +270.1% | -251.3% | +14.5% |
| All | +4.1% | +25.1% | -21.0% | +0.3% |
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