+1,024.4%
VRT vs VSAT
+53.4%
+970.9%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.2% | +0.4% | +3.0% |
| 7D | +13.6% | +17.3% | -3.7% | +10.0% |
| 30D | +6.8% | -3.3% | +10.0% | +7.4% |
| 3M | -3.2% | +18.7% | -22.0% | -7.3% |
| 6M | +20.3% | +77.6% | -57.2% | +5.3% |
| YTD | +79.6% | +125.6% | -46.0% | +49.2% |
| 1Y | +139.0% | +158.3% | -19.3% | +92.6% |
| 3Y | +644.6% | +226.1% | +418.5% | +411.0% |
| 5Y | +1,024.4% | +54.7% | +969.7% | +671.2% |
| All | +1,024.4% | +53.4% | +970.9% | +671.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling