+1,187.3%
VUG vs VSAT
+189.3%
+998.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.9% | +4.0% | -0.1% |
| 7D | +2.5% | +5.9% | -3.4% | +1.3% |
| 30D | -6.3% | +9.7% | -16.0% | -8.4% |
| 3M | -6.0% | -18.3% | +12.3% | -3.8% |
| 6M | -3.5% | -4.1% | +0.5% | -5.9% |
| YTD | +3.9% | +96.5% | -92.6% | -12.4% |
| 1Y | +5.1% | +89.3% | -84.2% | -11.3% |
| 3Y | +77.9% | +270.1% | -192.2% | +14.1% |
| 5Y | +62.4% | +26.4% | +36.0% | +22.7% |
| 10Y | +399.4% | -16.5% | +416.0% | +281.9% |
| All | +1,187.3% | +189.3% | +998.0% | +506.9% |
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