+222.7%
VT vs VSAT
-11.9%
+234.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.2% | +4.6% | 0.0% |
| 7D | +2.9% | +20.0% | -17.1% | +0.6% |
| 30D | -2.5% | +6.5% | -9.0% | -3.7% |
| 3M | -3.3% | -18.3% | +15.0% | -1.8% |
| 6M | +1.5% | +0.4% | +1.2% | -0.7% |
| YTD | +11.4% | +106.7% | -95.4% | -1.4% |
| 1Y | +11.9% | +89.9% | -78.0% | -0.3% |
| 3Y | +73.9% | +276.3% | -202.5% | +29.0% |
| 5Y | +57.9% | +32.9% | +25.0% | +33.1% |
| All | +222.7% | -11.9% | +234.6% | +160.4% |
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