+49.1%
VSAT vs VYM
+77.5%
-28.4%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | -1.2% |
| 7D | -1.3% | -0.8% | -0.5% | +0.2% |
| 30D | -14.8% | -2.2% | -12.6% | -10.8% |
| 3M | +2.2% | +3.1% | -0.9% | -3.9% |
| 6M | +60.2% | +9.7% | +50.5% | +35.2% |
| YTD | +115.6% | +14.9% | +100.7% | +68.8% |
| 1Y | +132.9% | +17.6% | +115.3% | +77.1% |
| 3Y | +216.1% | +65.3% | +150.8% | +36.7% |
| All | +49.1% | +77.5% | -28.4% | -40.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling