+82.2%
UBER vs VSAT
-15.3%
+97.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.0% | -5.3% | -1.2% |
| 7D | -3.9% | +11.8% | -15.7% | -5.9% |
| 30D | +11.1% | -7.0% | +18.2% | +12.3% |
| 3M | +4.9% | +3.3% | +1.6% | +1.7% |
| 6M | -1.2% | +57.4% | -58.6% | -13.5% |
| YTD | -7.3% | +118.6% | -125.9% | -25.2% |
| 1Y | -17.6% | +150.2% | -167.9% | -36.4% |
| 3Y | +61.1% | +160.7% | -99.7% | +7.2% |
| 5Y | +87.9% | +51.2% | +36.7% | +34.8% |
| All | +82.2% | -15.3% | +97.5% | +62.3% |
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