-25.5%
VFC vs VSAT
+219.7%
-245.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.2% | -5.1% | -2.5% |
| 7D | +0.8% | +17.3% | -16.5% | -2.2% |
| 30D | -11.9% | -3.3% | -8.7% | -11.6% |
| 3M | -20.2% | +18.7% | -38.9% | -24.3% |
| 6M | -23.0% | +77.6% | -100.5% | -33.3% |
| YTD | -26.2% | +125.6% | -151.8% | -39.9% |
| 1Y | -13.3% | +158.3% | -171.6% | -32.3% |
| 3Y | -25.5% | +226.1% | -251.6% | -50.4% |
| All | -25.5% | +219.7% | -245.2% | -50.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling