+131.6%
FHN vs VSAT
+219.7%
-88.1%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.2% | -4.3% | -1.3% |
| 7D | +2.7% | +17.3% | -14.6% | +1.3% |
| 30D | -3.1% | -3.3% | +0.2% | -3.0% |
| 3M | +2.3% | +18.7% | -16.4% | 0.0% |
| 6M | +9.7% | +77.6% | -67.8% | +3.0% |
| YTD | +4.7% | +125.6% | -120.9% | -4.3% |
| 1Y | +13.8% | +158.3% | -144.6% | +2.1% |
| 3Y | +131.6% | +226.1% | -94.6% | +91.4% |
| All | +131.6% | +219.7% | -88.1% | +91.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling