+75.9%
FTV vs VSAT
+3.1%
+72.8%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.5% | -4.8% | -2.7% |
| 7D | -5.2% | +3.4% | -8.6% | -5.7% |
| 30D | -11.5% | -12.2% | +0.7% | -10.2% |
| 3M | -9.0% | +20.6% | -29.7% | -12.8% |
| 6M | -2.0% | +60.2% | -62.2% | -10.9% |
| YTD | -0.9% | +115.3% | -116.2% | -14.8% |
| 1Y | +14.8% | +154.6% | -139.8% | -5.0% |
| 3Y | -5.5% | +211.2% | -216.7% | -32.6% |
| 5Y | -1.9% | +52.7% | -54.5% | -24.3% |
| All | +75.9% | +3.1% | +72.8% | +30.6% |
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