+4,518.4%
GEN vs VSAT
+1,485.7%
+3,032.7%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +5.0% | -7.2% | -3.0% |
| 7D | -1.2% | +11.8% | -13.0% | -2.9% |
| 30D | +10.1% | -7.0% | +17.2% | +11.1% |
| 3M | +16.1% | +3.3% | +12.8% | +13.2% |
| 6M | +38.9% | +57.4% | -18.6% | +24.7% |
| YTD | +14.4% | +118.6% | -104.1% | -3.5% |
| 1Y | +5.9% | +150.2% | -144.4% | -14.0% |
| 3Y | +58.8% | +160.7% | -101.9% | +12.5% |
| 5Y | +24.7% | +51.2% | -26.5% | -9.7% |
| 10Y | +163.1% | -0.7% | +163.7% | +91.6% |
| All | +4,518.4% | +1,485.7% | +3,032.7% | +1,387.7% |
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 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