+87.1%
VTRS vs VSAT
+207.8%
-120.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +4.2% |
| 3M | +2.0% | +2.2% | -0.2% | +1.2% |
| 6M | +19.9% | +60.2% | -40.2% | +15.1% |
| YTD | +35.7% | +115.6% | -79.9% | +27.4% |
| 1Y | +68.1% | +132.9% | -64.8% | +56.6% |
| 3Y | +87.1% | +216.1% | -129.0% | +71.4% |
| All | +87.1% | +207.8% | -120.7% | +71.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling