+420.5%
VUG vs VSAT
-3.0%
+423.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.9% | +6.4% | +0.4% |
| 7D | +0.1% | +3.5% | -3.4% | -0.4% |
| 30D | -1.7% | -14.7% | +13.0% | +0.1% |
| 3M | +2.8% | +13.2% | -10.3% | 0.0% |
| 6M | +13.6% | +57.4% | -43.8% | +5.1% |
| YTD | +8.1% | +110.0% | -101.9% | -4.3% |
| 1Y | +13.1% | +134.4% | -121.3% | -2.2% |
| 3Y | +87.0% | +203.5% | -116.6% | +42.7% |
| 5Y | +76.0% | +47.1% | +28.8% | +43.4% |
| 10Y | +420.5% | +0.4% | +420.1% | +321.5% |
| All | +420.5% | -3.0% | +423.5% | +321.5% |
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