+143.9%
VXUS vs VSAT
-5.5%
+149.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +16.3% | -13.5% | +1.0% |
| 7D | +0.8% | +0.4% | +0.4% | +0.4% |
| 30D | -1.9% | +3.3% | -5.2% | -2.7% |
| 3M | -4.4% | -7.5% | +3.1% | -4.3% |
| 6M | -2.0% | +6.2% | -8.2% | -4.6% |
| YTD | +11.1% | +115.8% | -104.7% | -1.2% |
| 1Y | +15.1% | +107.7% | -92.6% | +2.3% |
| 3Y | +70.4% | +292.0% | -221.6% | +28.6% |
| 5Y | +47.2% | +35.3% | +11.9% | +25.5% |
| All | +143.9% | -5.5% | +149.4% | +97.8% |
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