+14.1%
VNQ vs VSAT
+85.9%
-71.8%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -11.2% | +14.4% | +3.4% |
| 7D | +6.8% | -14.7% | +21.5% | +7.1% |
| 30D | +10.0% | -4.3% | +14.3% | +9.9% |
| 3M | 0.0% | -22.5% | +22.4% | +0.5% |
| 6M | +4.5% | +4.7% | -0.2% | +3.0% |
| YTD | +13.9% | +93.8% | -79.9% | +7.6% |
| 1Y | +14.1% | +79.8% | -65.8% | +8.2% |
| All | +14.1% | +85.9% | -71.8% | +8.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling