-77.7%
VFC vs VSAT
+48.6%
-126.3%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +5.0% | -2.7% | +1.4% |
| 7D | -1.6% | +11.8% | -13.4% | -3.7% |
| 30D | -11.6% | -7.0% | -4.6% | -10.6% |
| 3M | -18.1% | +3.3% | -21.4% | -20.4% |
| 6M | -27.4% | +57.4% | -84.8% | -35.8% |
| YTD | -24.8% | +118.6% | -143.4% | -38.7% |
| 1Y | -8.2% | +150.2% | -158.4% | -28.3% |
| 3Y | -29.1% | +160.7% | -189.8% | -51.6% |
| All | -77.7% | +48.6% | -126.3% | -85.3% |
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