-35.1%
AUR vs VSAT
+51.7%
-86.8%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.5% |
| 7D | +1.4% | -1.3% | +2.8% | +1.7% |
| 30D | -6.4% | -14.8% | +8.4% | -2.1% |
| 3M | +7.7% | +2.2% | +5.5% | +5.5% |
| 6M | +44.5% | +60.2% | -15.7% | +21.8% |
| YTD | +67.4% | +115.6% | -48.2% | +28.4% |
| 1Y | +15.4% | +132.9% | -117.4% | -14.1% |
| 3Y | +94.8% | +216.1% | -121.2% | +13.0% |
| All | -35.1% | +51.7% | -86.8% | -61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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