+14.1%
PCG vs VSAT
-0.1%
+14.2%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +7.7% | -9.7% | -2.4% |
| 7D | -1.6% | -17.0% | +15.4% | -0.6% |
| 30D | +1.4% | -9.8% | +11.2% | +1.8% |
| 3M | -23.4% | -22.0% | -1.4% | -22.5% |
| 6M | -19.4% | -5.0% | -14.4% | -20.1% |
| YTD | -18.5% | +85.6% | -104.1% | -23.1% |
| 1Y | -19.5% | +80.2% | -99.7% | -24.1% |
| 3Y | -21.0% | +250.0% | -271.0% | -32.4% |
| All | +14.1% | -0.1% | +14.2% | +15.5% |
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