+66.5%
AG vs VSAT
+3.1%
+63.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +2.5% | -7.4% | -5.4% |
| 7D | -5.8% | +3.4% | -9.2% | -6.6% |
| 30D | +6.4% | -12.2% | +18.6% | +8.9% |
| 3M | +28.4% | +20.6% | +7.7% | +21.5% |
| 6M | -24.5% | +60.2% | -84.6% | -32.8% |
| YTD | +21.2% | +115.3% | -94.1% | +1.7% |
| 1Y | +114.1% | +154.6% | -40.5% | +73.6% |
| 3Y | +268.0% | +211.2% | +56.9% | +156.0% |
| 5Y | +67.3% | +52.7% | +14.7% | +26.2% |
| All | +66.5% | +3.1% | +63.4% | +11.4% |
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 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