+104.6%
VGT vs VSAT
+25.1%
+79.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.9% | +3.3% | -1.1% |
| 7D | +2.5% | +5.9% | -3.4% | +1.6% |
| 30D | -9.5% | +9.7% | -19.2% | -10.8% |
| 3M | -9.5% | -18.3% | +8.8% | -7.9% |
| 6M | -1.8% | -4.1% | +2.3% | -3.0% |
| YTD | +18.4% | +96.5% | -78.1% | +6.8% |
| 1Y | +18.7% | +89.3% | -70.5% | +7.3% |
| 3Y | +103.8% | +270.1% | -166.2% | +57.4% |
| All | +104.6% | +25.1% | +79.5% | +77.7% |
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