+20.6%
GEN vs VSAT
+53.4%
-32.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.2% | -6.0% | -2.9% |
| 7D | -0.7% | +17.3% | -18.0% | -1.3% |
| 30D | +2.6% | -3.3% | +5.9% | +2.7% |
| 3M | +15.8% | +18.7% | -3.0% | +14.4% |
| 6M | +33.1% | +77.6% | -44.4% | +28.5% |
| YTD | +11.3% | +125.6% | -114.3% | +6.1% |
| 1Y | +1.7% | +158.3% | -156.7% | -4.0% |
| 3Y | +58.1% | +226.1% | -168.0% | +42.7% |
| 5Y | +20.6% | +54.7% | -34.0% | -1.7% |
| All | +20.6% | +53.4% | -32.8% | -1.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling