+1,335.0%
FERG vs VSAT
+150.8%
+1,184.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.2% | -4.2% | -1.2% |
| 7D | +3.4% | +17.3% | -13.9% | +2.1% |
| 30D | -11.5% | -3.3% | -8.2% | -11.4% |
| 3M | +1.3% | +18.7% | -17.5% | -0.8% |
| 6M | -1.0% | +77.6% | -78.5% | -6.5% |
| YTD | +3.2% | +125.6% | -122.4% | -4.8% |
| 1Y | -3.0% | +158.3% | -161.3% | -11.8% |
| 3Y | +55.0% | +226.1% | -171.1% | +31.0% |
| 5Y | +72.6% | +54.7% | +18.0% | +49.7% |
| 10Y | +358.9% | +3.5% | +355.4% | +298.2% |
| All | +1,335.0% | +150.8% | +1,184.2% | +1,122.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling