+250.0%
VSAT vs VLTO
+69.5%
+180.6%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +0.5% | +7.2% | +7.5% |
| 7D | -17.0% | +5.4% | -22.4% | -18.5% |
| 30D | -9.8% | +22.3% | -32.1% | -16.6% |
| 3M | -22.0% | +19.6% | -41.6% | -27.4% |
| 6M | -5.0% | +35.2% | -40.1% | -18.1% |
| YTD | +85.6% | +17.9% | +67.7% | +74.4% |
| 1Y | +80.2% | +19.5% | +60.7% | +66.9% |
| 3Y | +250.0% | +73.9% | +176.1% | +256.0% |
| All | +250.0% | +69.5% | +180.6% | +256.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling