+52.4%
FND vs VSAT
+8.9%
+43.5%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -5.2% | +0.8% | -3.3% |
| 7D | -5.1% | +20.0% | -25.1% | -8.9% |
| 30D | +9.2% | +6.5% | +2.7% | +6.3% |
| 3M | -17.7% | -18.3% | +0.6% | -15.7% |
| 6M | +2.5% | +0.4% | +2.1% | -2.3% |
| YTD | -19.8% | +106.7% | -126.5% | -36.8% |
| 1Y | -22.7% | +89.9% | -112.5% | -38.2% |
| 3Y | -38.3% | +276.3% | -314.6% | -65.3% |
| 5Y | -63.0% | +32.9% | -95.9% | -73.4% |
| All | +52.4% | +8.9% | +43.5% | +12.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling