+340.8%
VSAT vs VLTO
+56.1%
+284.7%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | +0.8% | +15.5% | +16.0% |
| 7D | +0.4% | +2.0% | -1.7% | -0.3% |
| 30D | +3.3% | +21.8% | -18.5% | -4.9% |
| 3M | -7.5% | +20.2% | -27.7% | -14.5% |
| 6M | +6.2% | +36.3% | -30.1% | -9.5% |
| YTD | +115.8% | +18.8% | +97.0% | +100.4% |
| 1Y | +107.7% | +20.4% | +87.3% | +90.3% |
| 3Y | +292.0% | +71.9% | +220.1% | +215.9% |
| All | +340.8% | +56.1% | +284.7% | +271.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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