+310.5%
VSAT vs VIG
+67.2%
+243.3%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.4% | -1.5% |
| 7D | +12.5% | -0.3% | +12.8% | +14.4% |
| 30D | +11.0% | +4.9% | +6.1% | -1.2% |
| 3M | -11.1% | +2.9% | -14.0% | -17.1% |
| 6M | +2.8% | +11.2% | -8.4% | -19.6% |
| YTD | +118.0% | +16.0% | +102.0% | +57.9% |
| 1Y | +97.1% | +17.0% | +80.2% | +41.4% |
| All | +310.5% | +67.2% | +243.3% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 3y: compounded portfolio wealth divided by compounded VIG 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…
3y analysis · Full analysis span regression · 6 months rolling