+215.5%
VSAT vs VYM
+64.0%
+151.6%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +3.0% | +3.8% |
| 7D | +3.4% | -1.9% | +5.3% | +8.3% |
| 30D | -12.2% | -2.6% | -9.6% | -6.3% |
| 3M | +20.6% | +3.6% | +17.0% | +10.9% |
| 6M | +60.2% | +8.7% | +51.5% | +32.7% |
| YTD | +115.3% | +14.1% | +101.1% | +61.4% |
| 1Y | +154.6% | +17.8% | +136.7% | +80.8% |
| All | +215.5% | +64.0% | +151.6% | -3.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling