+35.6%
VSH vs VSAT
+219.7%
-184.1%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.2% | -4.3% | -1.6% |
| 7D | +6.2% | +17.3% | -11.1% | +3.1% |
| 30D | -11.1% | -3.3% | -7.9% | -10.7% |
| 3M | -44.9% | +18.7% | -63.6% | -46.9% |
| 6M | +90.0% | +77.6% | +12.4% | +70.4% |
| YTD | +118.8% | +125.6% | -6.8% | +88.3% |
| 1Y | +109.0% | +158.3% | -49.3% | +75.9% |
| 3Y | +35.6% | +226.1% | -190.5% | +2.1% |
| All | +35.6% | +219.7% | -184.1% | +2.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling