-63.0%
FND vs VSAT
+31.4%
-94.4%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -5.2% | +0.8% | -3.6% |
| 7D | -5.1% | +20.0% | -25.1% | -7.8% |
| 30D | +9.2% | +6.5% | +2.7% | +7.1% |
| 3M | -17.7% | -18.3% | +0.6% | -16.1% |
| 6M | +2.5% | +0.4% | +2.1% | -0.9% |
| YTD | -19.8% | +106.7% | -126.5% | -32.5% |
| 1Y | -22.7% | +89.9% | -112.5% | -34.2% |
| 3Y | -38.3% | +276.3% | -314.6% | -59.0% |
| 5Y | -63.0% | +32.9% | -95.9% | -71.5% |
| All | -63.0% | +31.4% | -94.4% | -71.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling