+9.3%
PCG vs VSAT
+25.1%
-15.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -4.9% | +7.1% | +2.4% |
| 7D | +2.2% | +5.9% | -3.7% | +1.7% |
| 30D | +0.8% | +9.7% | -8.9% | -0.1% |
| 3M | -23.8% | -18.3% | -5.5% | -23.2% |
| 6M | -19.6% | -4.1% | -15.6% | -20.4% |
| YTD | -16.7% | +96.5% | -113.2% | -21.8% |
| 1Y | -19.4% | +89.3% | -108.6% | -24.3% |
| 3Y | -18.3% | +270.1% | -288.4% | -30.4% |
| All | +9.3% | +25.1% | -15.7% | +8.1% |
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