+207.8%
VSAT vs VSXY
+353.1%
-145.4%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -3.5% | -3.4% | -6.1% |
| 7D | +3.5% | -10.7% | +14.2% | +6.1% |
| 30D | -14.7% | -24.3% | +9.6% | -9.1% |
| 3M | +13.2% | +1.0% | +12.2% | +11.6% |
| 6M | +57.4% | +57.4% | 0.0% | +33.2% |
| YTD | +110.0% | +39.8% | +70.2% | +81.4% |
| 1Y | +134.4% | +196.5% | -62.1% | +58.2% |
| All | +207.8% | +353.1% | -145.4% | +35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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