+104.2%
FE vs VSAT
-9.2%
+113.4%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +7.7% | -8.1% | -0.9% |
| 7D | 0.0% | -17.0% | +16.9% | +1.0% |
| 30D | +5.2% | -9.8% | +15.0% | +5.6% |
| 3M | 0.0% | -22.0% | +22.0% | +1.1% |
| 6M | +5.0% | -5.0% | +10.0% | +3.9% |
| YTD | +7.9% | +85.6% | -77.7% | +0.9% |
| 1Y | +6.3% | +80.2% | -73.9% | -0.6% |
| 3Y | +46.0% | +250.0% | -204.0% | +20.9% |
| 5Y | +45.6% | -4.6% | +50.2% | +39.1% |
| All | +104.2% | -9.2% | +113.4% | +72.6% |
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