+1,474.1%
VTR vs VSAT
+1,536.8%
-62.8%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.2% | -3.7% | -0.9% |
| 7D | -2.4% | +17.3% | -19.7% | -4.4% |
| 30D | -3.7% | -3.3% | -0.5% | -3.5% |
| 3M | +13.5% | +18.7% | -5.2% | +9.1% |
| 6M | +7.2% | +77.6% | -70.4% | -3.3% |
| YTD | +17.6% | +125.6% | -108.1% | +1.7% |
| 1Y | +35.4% | +158.3% | -122.9% | +13.4% |
| 3Y | +132.8% | +226.1% | -93.3% | +69.5% |
| 5Y | +88.7% | +54.7% | +34.0% | +46.6% |
| 10Y | +87.6% | +3.5% | +84.1% | +49.2% |
| All | +1,474.1% | +1,536.8% | -62.8% | +822.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling