+112.3%
UAL vs VSAT
-0.1%
+112.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +7.7% | -5.7% | +0.8% |
| 7D | +8.2% | -17.0% | +25.1% | +11.1% |
| 30D | +2.3% | -9.8% | +12.1% | +3.3% |
| 3M | -12.7% | -22.0% | +9.3% | -10.0% |
| 6M | +12.7% | -5.0% | +17.7% | +10.7% |
| YTD | +0.8% | +85.6% | -84.8% | -12.4% |
| 1Y | +17.8% | +80.2% | -62.4% | +2.4% |
| 3Y | +206.7% | +250.0% | -43.3% | +114.7% |
| All | +112.3% | -0.1% | +112.4% | +97.5% |
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