+4,750.9%
SU vs VSAT
+1,536.8%
+3,214.1%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.2% | -2.4% | +0.4% |
| 7D | -1.0% | +17.3% | -18.3% | -3.0% |
| 30D | +13.7% | -3.3% | +17.0% | +14.0% |
| 3M | +8.0% | +18.7% | -10.7% | +4.1% |
| 6M | +21.0% | +77.6% | -56.5% | +9.4% |
| YTD | +56.2% | +125.6% | -69.4% | +35.9% |
| 1Y | +72.2% | +158.3% | -86.1% | +45.4% |
| 3Y | +118.1% | +226.1% | -108.0% | +61.4% |
| 5Y | +350.3% | +54.7% | +295.7% | +254.7% |
| 10Y | +248.5% | +3.5% | +244.9% | +180.0% |
| All | +4,750.9% | +1,536.8% | +3,214.1% | +2,938.2% |
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