+287.2%
PFGC vs VSAT
+3.1%
+284.0%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.5% | -3.9% | -1.8% |
| 7D | -4.8% | +3.4% | -8.3% | -5.6% |
| 30D | -17.2% | -12.2% | -5.0% | -15.4% |
| 3M | -6.3% | +20.6% | -27.0% | -11.9% |
| 6M | +8.8% | +60.2% | -51.3% | -5.2% |
| YTD | +4.9% | +115.3% | -110.3% | -15.0% |
| 1Y | -9.5% | +154.6% | -164.1% | -30.7% |
| 3Y | +59.6% | +211.2% | -151.6% | -2.7% |
| 5Y | +113.5% | +52.7% | +60.8% | +44.7% |
| All | +287.2% | +3.1% | +284.0% | +147.5% |
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 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