+105.3%
VSAT vs VOO
+817.1%
-711.8%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.4% | +5.4% | +5.5% |
| 7D | +11.8% | +0.1% | +11.7% | +11.7% |
| 30D | -7.0% | +0.1% | -7.1% | -7.0% |
| 3M | +3.3% | +2.0% | +1.3% | +1.8% |
| 6M | +57.4% | +13.0% | +44.4% | +37.2% |
| YTD | +118.6% | +13.6% | +105.0% | +90.8% |
| 1Y | +150.2% | +20.1% | +130.2% | +106.5% |
| 3Y | +160.7% | +77.6% | +83.2% | +37.3% |
| 5Y | +51.2% | +82.4% | -31.3% | -22.7% |
| 10Y | -0.7% | +316.8% | -317.5% | -80.9% |
| All | +105.3% | +817.1% | -711.8% | -85.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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