+99.1%
VSAT vs FGI
+57.4%
+41.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +6.2% | -11.3% | -5.2% |
| 7D | +20.0% | +13.5% | +6.5% | +19.9% |
| 30D | +6.5% | +17.1% | -10.6% | +6.4% |
| 3M | -18.3% | +78.0% | -96.3% | -18.3% |
| 6M | +0.4% | +46.4% | -46.1% | +0.5% |
| YTD | +106.7% | +47.7% | +59.0% | +111.4% |
| All | +99.1% | +57.4% | +41.7% | +98.8% |
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