+65.7%
AG vs VSAT
-16.2%
+81.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.9% | +2.5% | -1.5% |
| 7D | -10.0% | +5.9% | -15.9% | -11.0% |
| 30D | -10.5% | +9.7% | -20.2% | -12.8% |
| 3M | -27.3% | -18.3% | -8.9% | -25.2% |
| 6M | -43.0% | -4.1% | -38.9% | -44.1% |
| YTD | -17.9% | +96.5% | -114.4% | -30.3% |
| 1Y | +11.9% | +89.3% | -77.3% | -4.6% |
| 3Y | +201.8% | +270.1% | -68.2% | +103.4% |
| 5Y | -0.1% | +26.4% | -26.4% | -21.1% |
| All | +65.7% | -16.2% | +81.9% | +13.7% |
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