+96.3%
VTR vs VSAT
+3.3%
+93.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.5% |
| 7D | -0.3% | -1.3% | +1.0% | -0.2% |
| 30D | +1.1% | -14.8% | +15.9% | +3.2% |
| 3M | +7.9% | +2.2% | +5.7% | +5.7% |
| 6M | +6.2% | +60.2% | -54.0% | -4.6% |
| YTD | +17.7% | +115.6% | -97.9% | -0.4% |
| 1Y | +32.9% | +132.9% | -100.0% | +9.3% |
| 3Y | +129.7% | +216.1% | -86.4% | +55.8% |
| 5Y | +89.3% | +52.9% | +36.4% | +42.8% |
| All | +96.3% | +3.3% | +93.0% | +38.6% |
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