+89.3%
VSAT vs VO
+14.1%
+75.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | 0.0% | -5.0% | -5.0% |
| 7D | +5.9% | +3.1% | +2.8% | -3.4% |
| 30D | +9.7% | +2.2% | +7.5% | +2.7% |
| 3M | -18.3% | -2.5% | -15.8% | -9.8% |
| 6M | -4.1% | +7.0% | -11.0% | -22.2% |
| YTD | +96.5% | +14.0% | +82.5% | +29.4% |
| 1Y | +89.3% | +15.6% | +73.6% | +20.0% |
| All | +89.3% | +14.1% | +75.2% | +20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling