+259.2%
SGI vs VSAT
+3.1%
+256.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.5% | -5.6% | -3.7% |
| 7D | -4.9% | +3.4% | -8.3% | -5.7% |
| 30D | +1.6% | -12.2% | +13.8% | +4.2% |
| 3M | -3.2% | +20.6% | -23.8% | -9.5% |
| 6M | -16.0% | +60.2% | -76.2% | -27.6% |
| YTD | -25.4% | +115.3% | -140.7% | -40.9% |
| 1Y | -21.6% | +154.6% | -176.1% | -41.6% |
| 3Y | +52.9% | +211.2% | -158.3% | -10.8% |
| 5Y | +47.5% | +52.7% | -5.2% | -2.2% |
| All | +259.2% | +3.1% | +256.1% | +136.6% |
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