+62.0%
VSAT vs FGI
-70.0%
+132.1%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | -0.5% | -4.1% | +3.6% | -0.4% |
| 30D | +4.0% | -3.4% | +7.3% | +4.0% |
| 3M | -11.8% | +61.8% | -73.5% | -13.4% |
| 6M | +6.9% | +17.0% | -10.1% | +5.6% |
| YTD | +117.2% | +31.4% | +85.8% | +111.8% |
| 1Y | +102.4% | +42.7% | +59.8% | +96.3% |
| 3Y | +295.5% | -0.1% | +295.6% | +273.1% |
| All | +62.0% | -70.0% | +132.1% | +52.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling