+136.3%
VSAT vs VIG
+655.7%
-519.4%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | 0.0% | -5.1% | -5.1% |
| 7D | +20.0% | +3.1% | +16.9% | +15.6% |
| 30D | +6.5% | +5.0% | +1.4% | -0.1% |
| 3M | -18.3% | +2.7% | -21.0% | -21.0% |
| 6M | +0.4% | +11.0% | -10.6% | -11.6% |
| YTD | +106.7% | +16.0% | +90.8% | +74.3% |
| 1Y | +89.9% | +16.3% | +73.6% | +60.6% |
| 3Y | +276.3% | +66.8% | +209.5% | +109.2% |
| 5Y | +32.9% | +64.8% | -31.8% | -23.6% |
| 10Y | -12.2% | +263.6% | -275.8% | -80.3% |
| All | +136.3% | +655.7% | -519.4% | -78.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling