+125.0%
SU vs VSAT
+207.8%
-82.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | +2.2% | -1.3% | +3.6% | +2.3% |
| 30D | +8.4% | -14.8% | +23.3% | +9.2% |
| 3M | +12.1% | +2.2% | +9.9% | +11.4% |
| 6M | +19.7% | +60.2% | -40.5% | +15.1% |
| YTD | +58.4% | +115.6% | -57.2% | +49.2% |
| 1Y | +67.2% | +132.9% | -65.6% | +56.2% |
| 3Y | +125.0% | +216.1% | -91.0% | +96.1% |
| All | +125.0% | +207.8% | -82.8% | +96.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling