+18.0%
VTEB vs VSAT
+3.3%
+14.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.4% |
| 7D | -0.9% | -1.3% | +0.4% | -0.9% |
| 30D | -2.5% | -14.8% | +12.3% | -2.4% |
| 3M | -3.0% | +2.2% | -5.2% | -3.1% |
| 6M | -2.1% | +60.2% | -62.3% | -2.8% |
| YTD | -1.5% | +115.6% | -117.1% | -2.6% |
| 1Y | +0.2% | +132.9% | -132.7% | -1.1% |
| 3Y | +8.6% | +216.1% | -207.5% | +5.8% |
| 5Y | +1.2% | +52.9% | -51.7% | -0.7% |
| All | +18.0% | +3.3% | +14.7% | +14.4% |
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