+228.7%
VTV vs VSAT
+3.3%
+225.4%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.7% |
| 7D | -1.1% | -1.3% | +0.2% | -1.0% |
| 30D | -1.0% | -14.8% | +13.8% | +0.5% |
| 3M | +4.6% | +2.2% | +2.4% | +3.3% |
| 6M | +13.5% | +60.2% | -46.7% | +5.5% |
| YTD | +18.5% | +115.6% | -97.1% | +5.7% |
| 1Y | +22.9% | +132.9% | -110.0% | +7.7% |
| 3Y | +67.8% | +216.1% | -148.2% | +29.9% |
| 5Y | +81.8% | +52.9% | +28.9% | +49.8% |
| All | +228.7% | +3.3% | +225.4% | +166.3% |
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