+2,010.2%
VRT vs VSAT
+3.1%
+2,007.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.2% | +6.7% | +2.8% |
| 7D | +18.6% | +20.0% | -1.4% | +13.3% |
| 30D | -11.7% | +6.5% | -18.1% | -12.4% |
| 3M | -27.3% | -18.3% | -9.0% | -23.5% |
| 6M | -42.9% | +0.4% | -43.2% | -43.8% |
| YTD | +29.5% | +106.7% | -77.2% | +7.1% |
| 1Y | +21.0% | +89.9% | -68.8% | +1.8% |
| 3Y | +403.1% | +276.3% | +126.8% | +209.1% |
| 5Y | +688.8% | +32.9% | +655.9% | +504.7% |
| All | +2,010.2% | +3.1% | +2,007.1% | +1,296.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling