+303.5%
VSH vs VSAT
+1,476.0%
-1,172.5%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.8% | +1.3% |
| 7D | -1.6% | -0.5% | -1.1% | -1.1% |
| 30D | -21.3% | +4.0% | -25.3% | -21.8% |
| 3M | -18.9% | -11.8% | -7.2% | -16.0% |
| 6M | -21.4% | +6.9% | -28.4% | -24.4% |
| YTD | +86.8% | +117.2% | -30.4% | +45.7% |
| 1Y | +85.8% | +102.4% | -16.7% | +46.6% |
| 3Y | +30.1% | +295.5% | -265.3% | -30.6% |
| 5Y | +42.8% | +37.0% | +5.8% | -7.1% |
| 10Y | +121.2% | -6.0% | +127.3% | +50.0% |
| All | +303.5% | +1,476.0% | -1,172.5% | +34.7% |
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