+53.4%
VT vs VSAT
-0.1%
+53.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +7.7% | -7.5% | -0.4% |
| 7D | -2.3% | -17.0% | +14.7% | -0.9% |
| 30D | -5.0% | -9.8% | +4.8% | -4.4% |
| 3M | -4.9% | -22.0% | +17.1% | -3.4% |
| 6M | -1.5% | -5.0% | +3.4% | -2.5% |
| YTD | +8.5% | +85.6% | -77.1% | +1.0% |
| 1Y | +11.4% | +80.2% | -68.8% | +3.7% |
| 3Y | +70.1% | +250.0% | -180.0% | +40.7% |
| All | +53.4% | -0.1% | +53.5% | +40.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling