+72.2%
MSFU vs VSAT
+119.3%
-47.1%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.2% | -5.5% | -2.6% |
| 7D | -3.2% | +17.3% | -20.5% | -4.6% |
| 30D | -3.1% | -3.3% | +0.1% | -3.0% |
| 3M | +35.3% | +18.7% | +16.5% | +32.2% |
| 6M | +31.6% | +77.6% | -46.0% | +22.7% |
| YTD | -9.5% | +125.6% | -135.1% | -17.7% |
| 1Y | -18.4% | +158.3% | -176.7% | -27.0% |
| 3Y | +26.9% | +226.1% | -199.2% | +4.0% |
| All | +72.2% | +119.3% | -47.1% | +40.5% |
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