+79.8%
VSAT vs PFG
+46.8%
+33.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.2% | +4.1% | -15.4% | -12.8% |
| 7D | -14.7% | +4.9% | -19.5% | -16.5% |
| 30D | -4.3% | +5.7% | -10.0% | -6.9% |
| 3M | -22.5% | +2.6% | -25.0% | -23.5% |
| 6M | +4.7% | +19.8% | -15.1% | -7.6% |
| YTD | +93.8% | +36.3% | +57.5% | +50.4% |
| 1Y | +79.8% | +47.9% | +31.9% | +26.6% |
| All | +79.8% | +46.8% | +33.0% | +26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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