+2,263.1%
VGT vs VSAT
+232.1%
+2,031.0%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.2% | -3.4% | -0.8% |
| 7D | +1.8% | +17.3% | -15.5% | -1.4% |
| 30D | -0.3% | -3.3% | +2.9% | +0.1% |
| 3M | +3.4% | +18.7% | -15.4% | -1.8% |
| 6M | +35.0% | +77.6% | -42.6% | +16.6% |
| YTD | +28.8% | +125.6% | -96.9% | +4.8% |
| 1Y | +38.0% | +158.3% | -120.3% | +7.7% |
| 3Y | +125.8% | +226.1% | -100.3% | +43.2% |
| 5Y | +134.7% | +54.7% | +80.1% | +64.2% |
| 10Y | +792.6% | +3.5% | +789.1% | +535.6% |
| All | +2,263.1% | +232.1% | +2,031.0% | +903.7% |
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 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