+76.3%
MSFU vs VSAT
+112.5%
-36.1%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +5.0% | -9.2% | -4.6% |
| 7D | -5.7% | +11.8% | -17.5% | -6.7% |
| 30D | +4.2% | -7.0% | +11.2% | +4.7% |
| 3M | +27.9% | +3.3% | +24.6% | +26.6% |
| 6M | +37.1% | +57.4% | -20.3% | +29.3% |
| YTD | -7.4% | +118.6% | -125.9% | -15.5% |
| 1Y | -19.6% | +150.2% | -169.8% | -27.9% |
| 3Y | +33.2% | +160.7% | -127.5% | +12.6% |
| All | +76.3% | +112.5% | -36.1% | +44.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling