-8.7%
VSAT vs VT
+215.5%
-224.2%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +0.2% | +7.5% | +7.3% |
| 7D | -17.0% | -2.3% | -14.7% | -13.8% |
| 30D | -9.8% | -5.0% | -4.8% | -1.7% |
| 3M | -22.0% | -4.9% | -17.1% | -15.0% |
| 6M | -5.0% | -1.5% | -3.4% | 0.0% |
| YTD | +85.6% | +8.5% | +77.1% | +71.9% |
| 1Y | +80.2% | +11.4% | +68.8% | +62.0% |
| 3Y | +250.0% | +70.1% | +180.0% | +83.7% |
| 5Y | -4.6% | +53.7% | -58.3% | -42.6% |
| All | -8.7% | +215.5% | -224.2% | -76.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling