+84.0%
FHN vs VSAT
-5.6%
+89.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.5% | -0.2% |
| 7D | -0.9% | +12.5% | -13.4% | -3.4% |
| 30D | +2.0% | +11.0% | -9.0% | -0.9% |
| 3M | -6.8% | -11.1% | +4.3% | -6.2% |
| 6M | -0.8% | +2.8% | -3.6% | -5.3% |
| YTD | +0.6% | +118.0% | -117.4% | -19.9% |
| 1Y | +11.5% | +97.1% | -85.6% | -9.9% |
| 3Y | +130.0% | +296.8% | -166.8% | +32.2% |
| 5Y | +60.8% | +38.7% | +22.1% | +17.4% |
| 10Y | +84.0% | -7.4% | +91.4% | +21.1% |
| All | +84.0% | -5.6% | +89.5% | +21.1% |
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