+208.5%
CFG vs VSAT
-16.2%
+224.7%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.9% | +5.6% | +1.6% |
| 7D | +3.2% | +5.9% | -2.7% | +1.7% |
| 30D | +5.1% | +9.7% | -4.6% | +2.0% |
| 3M | -11.2% | -18.3% | +7.1% | -9.0% |
| 6M | +9.6% | -4.1% | +13.6% | +5.5% |
| YTD | +15.0% | +96.5% | -81.6% | -8.5% |
| 1Y | +29.9% | +89.3% | -59.4% | +3.5% |
| 3Y | +192.1% | +270.1% | -78.0% | +61.9% |
| 5Y | +62.3% | +26.4% | +35.9% | +17.0% |
| All | +208.5% | -16.2% | +224.7% | +105.6% |
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