+153.8%
GEN vs VSAT
+3.3%
+150.5%
-48.4%
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 | -1.3% | -1.3% | +0.1% | -1.2% |
| 30D | +6.1% | -14.8% | +20.9% | +7.0% |
| 3M | +27.0% | +2.2% | +24.8% | +25.9% |
| 6M | +43.9% | +60.2% | -16.3% | +37.5% |
| YTD | +13.0% | +115.6% | -102.7% | +5.4% |
| 1Y | +4.0% | +132.9% | -128.9% | -3.9% |
| 3Y | +66.2% | +216.1% | -149.9% | +43.0% |
| 5Y | +23.2% | +52.9% | -29.8% | +8.4% |
| All | +153.8% | +3.3% | +150.5% | +132.6% |
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