+93.3%
MSFU vs VSAT
+80.4%
+13.0%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +7.7% | -9.6% | -2.5% |
| 7D | +2.5% | -17.0% | +19.4% | +4.0% |
| 30D | -1.3% | -9.8% | +8.5% | -0.7% |
| 3M | +8.6% | -22.0% | +30.7% | +10.4% |
| 6M | +48.4% | -5.0% | +53.4% | +46.6% |
| YTD | +1.6% | +85.6% | -84.0% | -6.4% |
| 1Y | -5.8% | +80.2% | -86.0% | -13.2% |
| 3Y | +30.9% | +250.0% | -219.1% | +5.0% |
| All | +93.3% | +80.4% | +13.0% | +59.7% |
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