+30.8%
XLV vs VSAT
+207.8%
-177.1%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | -3.6% | -1.3% | -2.2% | -3.5% |
| 30D | -1.8% | -14.8% | +13.0% | -1.5% |
| 3M | +7.8% | +2.2% | +5.6% | +7.4% |
| 6M | +9.1% | +60.2% | -51.1% | +7.1% |
| YTD | +7.7% | +115.6% | -107.9% | +4.6% |
| 1Y | +20.4% | +132.9% | -112.5% | +16.4% |
| 3Y | +30.8% | +216.1% | -185.3% | +22.4% |
| All | +30.8% | +207.8% | -177.1% | +22.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling