+47.7%
FND vs VSAT
+13.6%
+34.1%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +1.0% |
| 7D | -5.8% | -1.3% | -4.4% | -5.6% |
| 30D | -20.2% | -14.8% | -5.4% | -17.6% |
| 3M | -12.0% | +2.2% | -14.2% | -14.4% |
| 6M | -18.5% | +60.2% | -78.7% | -29.7% |
| YTD | -22.3% | +115.6% | -137.9% | -38.2% |
| 1Y | -47.6% | +132.9% | -180.5% | -59.7% |
| 3Y | -49.8% | +216.1% | -265.8% | -69.9% |
| 5Y | -63.0% | +52.9% | -115.9% | -74.8% |
| All | +47.7% | +13.6% | +34.1% | +9.7% |
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