-52.4%
FIS vs VSAT
-16.2%
-36.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -4.9% | +9.1% | +4.7% |
| 7D | +2.8% | +5.9% | -3.1% | +2.0% |
| 30D | -16.7% | +9.7% | -26.4% | -17.6% |
| 3M | -32.3% | -18.3% | -14.0% | -31.2% |
| 6M | -29.1% | -4.1% | -25.0% | -30.3% |
| YTD | -54.1% | +96.5% | -150.7% | -59.3% |
| 1Y | -53.7% | +89.3% | -143.0% | -58.9% |
| 3Y | -38.8% | +270.1% | -308.9% | -55.6% |
| 5Y | -71.1% | +26.4% | -97.5% | -75.5% |
| All | -52.4% | -16.2% | -36.2% | -63.1% |
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