+47.1%
VSAT vs VIG
+62.2%
-15.1%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.5% | -6.4% | -5.9% |
| 7D | +3.5% | -1.2% | +4.7% | +5.7% |
| 30D | -14.7% | -2.8% | -11.9% | -10.0% |
| 3M | +13.2% | +2.5% | +10.7% | +8.9% |
| 6M | +57.4% | +8.1% | +49.3% | +39.0% |
| YTD | +110.0% | +9.6% | +100.4% | +83.0% |
| 1Y | +134.4% | +14.2% | +120.2% | +93.6% |
| 3Y | +203.5% | +56.1% | +147.4% | +59.7% |
| 5Y | +47.1% | +62.8% | -15.7% | -29.4% |
| All | +47.1% | +62.2% | -15.1% | -29.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling