+5,381.0%
AGI vs VSAT
+632.8%
+4,748.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.2% | -4.6% | -1.8% |
| 7D | +4.4% | +17.3% | -12.9% | +2.6% |
| 30D | +10.0% | -3.3% | +13.2% | +10.3% |
| 3M | +1.7% | +18.7% | -17.0% | -1.3% |
| 6M | -26.8% | +77.6% | -104.3% | -32.4% |
| YTD | -5.3% | +125.6% | -131.0% | -15.2% |
| 1Y | +11.5% | +158.3% | -146.8% | -2.1% |
| 3Y | +212.9% | +226.1% | -13.2% | +148.8% |
| 5Y | +388.8% | +54.7% | +334.1% | +307.2% |
| 10Y | +383.6% | +3.5% | +380.0% | +298.4% |
| All | +5,381.0% | +632.8% | +4,748.2% | +3,584.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling