+295.8%
FTI vs VSAT
+3.3%
+292.5%
-85.7%
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 | -4.4% | -1.3% | -3.0% | -4.2% |
| 30D | +1.5% | -14.8% | +16.3% | +4.6% |
| 3M | +8.2% | +2.2% | +6.0% | +5.4% |
| 6M | +18.8% | +60.2% | -41.4% | +2.4% |
| YTD | +71.7% | +115.6% | -44.0% | +36.3% |
| 1Y | +90.0% | +132.9% | -42.8% | +45.5% |
| 3Y | +270.5% | +216.1% | +54.4% | +117.5% |
| 5Y | +1,084.5% | +52.9% | +1,031.6% | +686.8% |
| All | +295.8% | +3.3% | +292.5% | +165.6% |
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 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