-75.2%
PCG vs VSAT
+3.3%
-78.5%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.2% | +0.4% | +3.2% |
| 7D | +5.4% | +17.3% | -11.9% | +3.3% |
| 30D | -15.1% | -3.3% | -11.8% | -14.9% |
| 3M | -9.8% | +18.7% | -28.5% | -13.0% |
| 6M | -18.0% | +77.6% | -95.6% | -25.8% |
| YTD | -7.2% | +125.6% | -132.9% | -19.4% |
| 1Y | +2.9% | +158.3% | -155.4% | -13.3% |
| 3Y | -11.1% | +226.1% | -237.2% | -34.7% |
| 5Y | +61.8% | +54.7% | +7.1% | +29.5% |
| 10Y | -75.2% | +3.5% | -78.7% | -79.8% |
| All | -75.2% | +3.3% | -78.5% | -79.8% |
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