+4,516.1%
GEN vs VSAT
+1,481.4%
+3,034.8%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.3% | +1.7% | +2.0% |
| 7D | -0.8% | +12.5% | -13.3% | -3.0% |
| 30D | +31.2% | +11.0% | +20.2% | +27.8% |
| 3M | +6.1% | -11.1% | +17.2% | +6.4% |
| 6M | +38.1% | +2.8% | +35.3% | +32.3% |
| YTD | +14.4% | +118.0% | -103.6% | -4.7% |
| 1Y | +15.1% | +97.1% | -82.0% | -3.1% |
| 3Y | +68.5% | +296.8% | -228.3% | +10.1% |
| 5Y | +35.8% | +38.7% | -2.9% | -0.3% |
| 10Y | +155.4% | -7.4% | +162.8% | +86.9% |
| All | +4,516.1% | +1,481.4% | +3,034.8% | +1,369.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling