-61.8%
FND vs VSAT
+45.0%
-106.8%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.9% | +6.2% | +0.4% |
| 7D | -0.8% | +3.5% | -4.3% | -1.4% |
| 30D | -19.6% | -14.7% | -4.9% | -17.7% |
| 3M | -4.3% | +13.2% | -17.5% | -7.9% |
| 6M | -20.4% | +57.4% | -77.8% | -28.2% |
| YTD | -21.9% | +110.0% | -131.8% | -33.4% |
| 1Y | -45.2% | +134.4% | -179.6% | -54.6% |
| 3Y | -49.2% | +203.5% | -252.8% | -64.0% |
| 5Y | -61.8% | +47.1% | -108.9% | -73.6% |
| All | -61.8% | +45.0% | -106.8% | -73.6% |
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