+172.5%
VEA vs VSAT
+155.6%
+16.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.2% | -3.6% | -1.0% |
| 7D | +1.9% | +17.3% | -15.4% | -1.0% |
| 30D | +0.8% | -3.3% | +4.0% | +1.1% |
| 3M | +5.7% | +18.7% | -13.0% | +0.8% |
| 6M | +13.3% | +77.6% | -64.3% | -0.6% |
| YTD | +18.4% | +125.6% | -107.2% | -1.7% |
| 1Y | +27.0% | +158.3% | -131.4% | +1.4% |
| 3Y | +79.3% | +226.1% | -146.9% | +18.4% |
| 5Y | +62.1% | +54.7% | +7.5% | +16.8% |
| 10Y | +160.3% | +3.5% | +156.7% | +90.2% |
| All | +172.5% | +155.6% | +16.9% | +9.1% |
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