+139.2%
UAL vs VSAT
+51.9%
+87.3%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +5.0% | -2.5% | +1.7% |
| 7D | +0.7% | +11.8% | -11.1% | -1.1% |
| 30D | -16.1% | -7.0% | -9.1% | -15.3% |
| 3M | +6.1% | +3.3% | +2.9% | +3.9% |
| 6M | +10.8% | +57.4% | -46.6% | +0.5% |
| YTD | -0.4% | +118.6% | -119.0% | -15.1% |
| 1Y | +5.0% | +150.2% | -145.2% | -13.2% |
| 3Y | +124.0% | +160.7% | -36.7% | +68.3% |
| All | +139.2% | +51.9% | +87.3% | +69.0% |
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