+35.3%
VSAT vs PFG
+101.8%
-66.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | +4.0% | +12.3% | +13.1% |
| 7D | +0.4% | +2.3% | -1.9% | -1.5% |
| 30D | +3.3% | +7.6% | -4.3% | -2.7% |
| 3M | -7.5% | +2.5% | -10.0% | -10.0% |
| 6M | +6.2% | +16.6% | -10.4% | -7.7% |
| YTD | +115.8% | +34.1% | +81.8% | +66.1% |
| 1Y | +107.7% | +44.1% | +63.6% | +50.9% |
| 3Y | +292.0% | +86.3% | +205.8% | +132.0% |
| 5Y | +35.3% | +101.6% | -66.3% | -26.8% |
| All | +35.3% | +101.8% | -66.5% | -26.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling