+54.5%
PCG vs VSAT
+51.9%
+2.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +5.0% | -2.6% | +2.2% |
| 7D | -13.9% | +11.8% | -25.7% | -14.4% |
| 30D | -16.9% | -7.0% | -9.8% | -16.6% |
| 3M | -14.7% | +3.3% | -18.0% | -15.5% |
| 6M | -23.8% | +57.4% | -81.3% | -26.8% |
| YTD | -10.5% | +118.6% | -129.1% | -16.1% |
| 1Y | -5.1% | +150.2% | -155.3% | -12.3% |
| 3Y | -11.6% | +160.7% | -172.3% | -20.8% |
| All | +54.5% | +51.9% | +2.6% | +40.7% |
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