+128.7%
PFGC vs VSAT
+36.3%
+92.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.3% | -0.7% |
| 7D | +15.0% | -0.5% | +15.5% | +14.7% |
| 30D | +17.0% | +4.0% | +13.0% | +16.1% |
| 3M | -2.5% | -11.8% | +9.3% | -2.1% |
| 6M | +19.2% | +6.9% | +12.3% | +16.6% |
| YTD | +23.4% | +117.2% | -93.8% | +13.4% |
| 1Y | +13.9% | +102.4% | -88.6% | +4.9% |
| 3Y | +82.0% | +295.5% | -213.5% | +48.4% |
| 5Y | +128.7% | +37.0% | +91.6% | +132.9% |
| All | +128.7% | +36.3% | +92.3% | +132.9% |
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