+363.2%
PFGC vs VSAT
-16.2%
+379.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.9% | +6.0% | +2.0% |
| 7D | +3.4% | +5.9% | -2.5% | +2.1% |
| 30D | +16.9% | +9.7% | +7.2% | +13.3% |
| 3M | +6.4% | -18.3% | +24.7% | +8.6% |
| 6M | +16.0% | -4.1% | +20.1% | +11.4% |
| YTD | +23.6% | +96.5% | -72.9% | +0.1% |
| 1Y | +16.6% | +89.3% | -72.7% | -5.6% |
| 3Y | +82.3% | +270.1% | -187.8% | +2.3% |
| 5Y | +138.7% | +26.4% | +112.3% | +74.4% |
| All | +363.2% | -16.2% | +379.4% | +192.7% |
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 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