+9.8%
CG vs VSAT
+53.4%
-43.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.2% | -5.4% | -2.7% |
| 7D | -1.3% | +17.3% | -18.6% | -3.9% |
| 30D | -3.2% | -3.3% | +0.1% | -2.9% |
| 3M | +6.2% | +18.7% | -12.5% | +1.3% |
| 6M | -4.7% | +77.6% | -82.2% | -16.4% |
| YTD | -20.6% | +125.6% | -146.2% | -33.7% |
| 1Y | -26.4% | +158.3% | -184.7% | -40.6% |
| 3Y | +55.4% | +226.1% | -170.8% | +7.5% |
| 5Y | +9.8% | +54.7% | -44.8% | -18.3% |
| All | +9.8% | +53.4% | -43.6% | -18.3% |
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