+79.8%
VSAT vs VYM
+21.8%
+58.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.2% | +1.2% | -12.4% | -15.0% |
| 7D | -14.7% | +1.2% | -15.8% | -18.2% |
| 30D | -4.3% | +5.2% | -9.5% | -20.0% |
| 3M | -22.5% | +0.5% | -23.0% | -23.9% |
| 6M | +4.7% | +7.7% | -3.0% | -20.5% |
| YTD | +93.8% | +17.2% | +76.6% | +4.1% |
| 1Y | +79.8% | +21.7% | +58.2% | -17.0% |
| All | +79.8% | +21.8% | +58.1% | -17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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