+135.1%
VGT vs VSAT
+50.0%
+85.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.5% | -3.6% | -1.3% |
| 7D | -1.0% | +3.4% | -4.5% | -1.5% |
| 30D | -0.4% | -12.2% | +11.8% | +0.9% |
| 3M | +6.6% | +20.6% | -14.0% | +3.4% |
| 6M | +31.0% | +60.2% | -29.1% | +22.3% |
| YTD | +27.2% | +115.3% | -88.0% | +14.3% |
| 1Y | +34.5% | +154.6% | -120.1% | +18.0% |
| 3Y | +123.1% | +211.2% | -88.0% | +78.4% |
| 5Y | +135.1% | +52.7% | +82.4% | +85.7% |
| All | +135.1% | +50.0% | +85.1% | +85.7% |
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