+178.5%
VSH vs VSAT
+0.6%
+177.9%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -6.9% | +7.6% | +2.3% |
| 7D | +3.5% | +3.5% | 0.0% | +2.6% |
| 30D | -4.4% | -14.7% | +10.3% | -0.9% |
| 3M | -45.8% | +13.2% | -59.0% | -48.0% |
| 6M | +90.1% | +57.4% | +32.8% | +67.4% |
| YTD | +120.3% | +110.0% | +10.3% | +80.1% |
| 1Y | +112.2% | +134.4% | -22.2% | +67.7% |
| 3Y | +36.6% | +203.5% | -166.9% | -14.3% |
| 5Y | +67.0% | +47.1% | +19.9% | +16.3% |
| All | +178.5% | +0.6% | +177.9% | +106.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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