-16.7%
CG vs VSAT
+33.0%
-49.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +16.3% | -9.7% | +3.9% |
| 7D | +3.0% | +0.4% | +2.7% | +2.6% |
| 30D | +10.1% | +3.3% | +6.8% | +8.7% |
| 3M | -10.8% | -7.5% | -3.4% | -10.8% |
| 6M | -15.2% | +6.2% | -21.4% | -18.7% |
| YTD | -26.9% | +115.8% | -142.7% | -39.1% |
| 1Y | -17.0% | +107.7% | -124.7% | -30.7% |
| 3Y | +54.6% | +292.0% | -237.4% | +2.0% |
| 5Y | -16.7% | +35.3% | -52.0% | -35.3% |
| All | -16.7% | +33.0% | -49.8% | -35.3% |
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