+484.2%
PFGC vs VSAT
+15.8%
+468.4%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.3% | -0.8% |
| 7D | +15.0% | -0.5% | +15.5% | +14.2% |
| 30D | +17.0% | +4.0% | +13.0% | +14.6% |
| 3M | -2.5% | -11.8% | +9.3% | -1.9% |
| 6M | +19.2% | +6.9% | +12.3% | +12.3% |
| YTD | +23.4% | +117.2% | -93.8% | -1.8% |
| 1Y | +13.9% | +102.4% | -88.6% | -8.8% |
| 3Y | +82.0% | +295.5% | -213.5% | +1.9% |
| 5Y | +128.7% | +37.0% | +91.6% | +65.0% |
| 10Y | +361.5% | -6.0% | +367.6% | +196.9% |
| All | +484.2% | +15.8% | +468.4% | +257.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling