+1,855.0%
VRT vs VSAT
+8.3%
+1,846.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.7% | -3.8% | -3.3% |
| 7D | -17.7% | -0.5% | -17.2% | -17.3% |
| 30D | -20.0% | +4.0% | -24.0% | -20.3% |
| 3M | -28.1% | -11.8% | -16.3% | -25.7% |
| 6M | -42.8% | +6.9% | -49.8% | -44.5% |
| YTD | +20.0% | +117.2% | -97.3% | -1.9% |
| 1Y | +3.5% | +102.4% | -98.9% | -14.2% |
| 3Y | +366.1% | +295.5% | +70.6% | +183.0% |
| 5Y | +632.2% | +37.0% | +595.1% | +458.1% |
| All | +1,855.0% | +8.3% | +1,846.7% | +1,179.1% |
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