+2,545.5%
VRT vs VSAT
+4.7%
+2,540.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -6.9% | -2.7% | -8.0% |
| 7D | +2.4% | +3.5% | -1.1% | +1.8% |
| 30D | -2.7% | -14.7% | +12.0% | +1.0% |
| 3M | -9.2% | +13.2% | -22.3% | -12.5% |
| 6M | -0.5% | +57.4% | -57.9% | -12.2% |
| YTD | +62.3% | +110.0% | -47.6% | +33.4% |
| 1Y | +109.6% | +134.4% | -24.8% | +66.8% |
| 3Y | +573.1% | +203.5% | +369.5% | +335.0% |
| 5Y | +953.6% | +47.1% | +906.5% | +672.3% |
| All | +2,545.5% | +4.7% | +2,540.8% | +1,639.4% |
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