+157.2%
GEN vs VSAT
-16.2%
+173.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -4.9% | +7.3% | +2.7% |
| 7D | +2.0% | +5.9% | -3.8% | +1.6% |
| 30D | +27.7% | +9.7% | +18.0% | +26.6% |
| 3M | +3.3% | -18.3% | +21.6% | +4.0% |
| 6M | +31.8% | -4.1% | +35.9% | +30.1% |
| YTD | +13.5% | +96.5% | -83.0% | +6.1% |
| 1Y | +16.0% | +89.3% | -73.2% | +8.5% |
| 3Y | +70.6% | +270.1% | -199.5% | +44.3% |
| 5Y | +32.1% | +26.4% | +5.8% | +18.9% |
| All | +157.2% | -16.2% | +173.4% | +137.6% |
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