+297.8%
VTI vs VSAT
+3.3%
+294.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | -0.9% | -1.3% | +0.4% | -0.8% |
| 30D | -1.4% | -14.8% | +13.4% | +0.3% |
| 3M | +3.6% | +2.2% | +1.4% | +2.2% |
| 6M | +13.6% | +60.2% | -46.6% | +4.7% |
| YTD | +12.9% | +115.6% | -102.7% | -0.6% |
| 1Y | +17.2% | +132.9% | -115.7% | +1.3% |
| 3Y | +75.7% | +216.1% | -140.4% | +32.5% |
| 5Y | +75.4% | +52.9% | +22.5% | +41.6% |
| All | +297.8% | +3.3% | +294.5% | +218.7% |
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 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