+718.4%
VTV vs VSAT
+232.1%
+486.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.2% | -4.0% | -1.3% |
| 7D | +0.3% | +17.3% | -17.0% | -2.3% |
| 30D | +0.1% | -3.3% | +3.4% | +0.4% |
| 3M | +6.2% | +18.7% | -12.5% | +1.3% |
| 6M | +13.5% | +77.6% | -64.1% | -0.2% |
| YTD | +18.9% | +125.6% | -106.8% | -0.9% |
| 1Y | +25.8% | +158.3% | -132.5% | +1.0% |
| 3Y | +68.7% | +226.1% | -157.4% | +12.7% |
| 5Y | +80.3% | +54.7% | +25.7% | +30.8% |
| 10Y | +226.3% | +3.5% | +222.8% | +140.0% |
| All | +718.4% | +232.1% | +486.3% | +278.2% |
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