+384.7%
AGI vs VSAT
+51.7%
+333.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.7% |
| 7D | -2.7% | -1.3% | -1.4% | -2.7% |
| 30D | +7.2% | -14.8% | +22.1% | +8.8% |
| 3M | +4.3% | +2.2% | +2.1% | +3.0% |
| 6M | -27.1% | +60.2% | -87.3% | -31.4% |
| YTD | -6.6% | +115.6% | -122.2% | -14.9% |
| 1Y | +9.5% | +132.9% | -123.4% | -1.3% |
| 3Y | +208.4% | +216.1% | -7.6% | +155.6% |
| All | +384.7% | +51.7% | +333.0% | +365.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling