+79.8%
VSAT vs VT
+15.2%
+64.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.2% | +1.7% | -12.9% | -16.3% |
| 7D | -14.7% | -0.3% | -14.4% | -14.5% |
| 30D | -4.3% | -1.4% | -2.9% | +0.4% |
| 3M | -22.5% | -1.4% | -21.1% | -18.8% |
| 6M | +4.7% | +5.5% | -0.8% | -9.4% |
| YTD | +93.8% | +12.8% | +81.0% | +36.5% |
| 1Y | +79.8% | +15.4% | +64.4% | +16.8% |
| All | +79.8% | +15.2% | +64.6% | +16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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