+31.7%
GEN vs VSAT
+33.0%
-1.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +16.3% | -16.3% | -0.6% |
| 7D | -0.3% | +0.4% | -0.7% | -0.4% |
| 30D | +28.2% | +3.3% | +24.9% | +27.7% |
| 3M | +2.6% | -7.5% | +10.1% | +2.6% |
| 6M | +32.7% | +6.2% | +26.5% | +30.9% |
| YTD | +11.3% | +115.8% | -104.6% | +5.6% |
| 1Y | +17.9% | +107.7% | -89.7% | +12.0% |
| 3Y | +66.3% | +292.0% | -225.7% | +47.6% |
| 5Y | +31.7% | +35.3% | -3.6% | +14.7% |
| All | +31.7% | +33.0% | -1.3% | +14.7% |
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