+150.2%
VSAT vs FGI
+81.8%
+68.4%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +7.5% | -2.5% | +5.0% |
| 7D | +11.8% | +0.5% | +11.3% | +11.8% |
| 30D | -7.0% | +65.4% | -72.4% | -6.7% |
| 3M | +3.3% | +23.5% | -20.2% | +3.8% |
| 6M | +57.4% | +60.5% | -3.1% | +59.1% |
| YTD | +118.6% | +30.0% | +88.6% | +121.1% |
| 1Y | +150.2% | +82.1% | +68.2% | +159.4% |
| All | +150.2% | +81.8% | +68.4% | +159.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 1y: compounded portfolio wealth divided by compounded FGI 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…
1y analysis · Full analysis span regression · 6 months rolling