-37.7%
CAG vs VSAT
+3.3%
-41.0%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.7% |
| 7D | -5.7% | -1.3% | -4.3% | -5.7% |
| 30D | -2.4% | -14.8% | +12.4% | -2.0% |
| 3M | +9.8% | +2.2% | +7.6% | +9.3% |
| 6M | -10.8% | +60.2% | -71.0% | -12.9% |
| YTD | -10.8% | +115.6% | -126.5% | -13.9% |
| 1Y | -19.0% | +132.9% | -151.8% | -22.2% |
| 3Y | -39.7% | +216.1% | -255.8% | -44.4% |
| 5Y | -43.0% | +52.9% | -95.9% | -46.3% |
| All | -37.7% | +3.3% | -41.0% | -40.2% |
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 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