+478.7%
PFGC vs VSAT
+10.2%
+468.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.2% | +4.0% | -0.2% |
| 7D | +0.3% | +20.0% | -19.7% | -3.3% |
| 30D | +16.1% | +6.5% | +9.7% | +13.2% |
| 3M | +2.4% | -18.3% | +20.7% | +4.6% |
| 6M | +15.7% | +0.4% | +15.4% | +10.3% |
| YTD | +22.3% | +106.7% | -84.4% | -1.8% |
| 1Y | +13.9% | +89.9% | -76.0% | -7.7% |
| 3Y | +80.3% | +276.3% | -196.0% | +1.9% |
| 5Y | +136.1% | +32.9% | +103.2% | +70.1% |
| 10Y | +347.9% | -12.2% | +360.1% | +191.8% |
| All | +478.7% | +10.2% | +468.6% | +256.8% |
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