+206.3%
AGI vs VSAT
+207.3%
-1.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.5% | -5.8% | -3.5% |
| 7D | -5.3% | +3.4% | -8.7% | -5.6% |
| 30D | +6.8% | -12.2% | +19.0% | +7.9% |
| 3M | +8.3% | +20.6% | -12.3% | +5.3% |
| 6M | -29.2% | +60.2% | -89.4% | -33.0% |
| YTD | -7.3% | +115.3% | -122.5% | -14.5% |
| 1Y | +8.0% | +154.6% | -146.5% | -1.8% |
| All | +206.3% | +207.3% | -1.0% | +162.8% |
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 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