-50.0%
VTRS vs VSAT
+3.3%
-53.3%
-82.0%
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 | -2.2% | -1.3% | -0.9% | -2.1% |
| 30D | +3.3% | -14.8% | +18.1% | +5.0% |
| 3M | +2.0% | +2.2% | -0.2% | +0.6% |
| 6M | +19.9% | +60.2% | -40.2% | +11.2% |
| YTD | +35.7% | +115.6% | -79.9% | +20.6% |
| 1Y | +68.1% | +132.9% | -64.8% | +46.8% |
| 3Y | +87.1% | +216.1% | -129.0% | +44.5% |
| 5Y | +47.6% | +52.9% | -5.3% | +20.4% |
| All | -50.0% | +3.3% | -53.3% | -55.4% |
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