+96.1%
VCIT vs VSAT
+107.6%
-11.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +7.7% | -7.8% | -0.2% |
| 7D | +0.1% | -17.0% | +17.1% | +0.3% |
| 30D | +1.9% | -9.8% | +11.7% | +2.0% |
| 3M | -1.4% | -22.0% | +20.6% | -1.2% |
| 6M | -2.1% | -5.0% | +2.8% | -2.3% |
| YTD | -1.6% | +85.6% | -87.2% | -2.6% |
| 1Y | -0.9% | +80.2% | -81.1% | -1.9% |
| 3Y | +20.0% | +250.0% | -230.1% | +16.8% |
| 5Y | +3.1% | -4.6% | +7.7% | +1.1% |
| 10Y | +28.7% | -7.2% | +36.0% | +25.2% |
| All | +96.1% | +107.6% | -11.5% | +95.3% |
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 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