+377.5%
VSH vs VSAT
+1,485.7%
-1,108.2%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +5.0% | -0.6% | +3.1% |
| 7D | +4.1% | +11.8% | -7.7% | +1.0% |
| 30D | -4.2% | -7.0% | +2.9% | -2.5% |
| 3M | -50.0% | +3.3% | -53.2% | -51.2% |
| 6M | +80.2% | +57.4% | +22.7% | +54.7% |
| YTD | +121.1% | +118.6% | +2.5% | +71.7% |
| 1Y | +112.0% | +150.2% | -38.2% | +56.6% |
| 3Y | +22.5% | +160.7% | -138.2% | -27.5% |
| 5Y | +64.0% | +51.2% | +12.9% | +2.3% |
| 10Y | +170.4% | -0.7% | +171.0% | +79.8% |
| All | +377.5% | +1,485.7% | -1,108.2% | +58.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling